Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZOES (Zoe’s Kitchen Inc) | NA | -4.56% | -27.15% | NA | NA | NA | NA | … | … |
Data as of 11/23/2018, Common starting date is 04/14/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZOES (Zoe’s Kitchen Inc) | 04/14/2014 | 11/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | -4.56 | -27.15 | NA | NA | NA | NA | … | … | -23.68 | -30.30 | -14.26 | -6.45 | 19.16 |
| Sharpe Ratio | NA | -0.05 | NA | NA | NA | NA | NA | … | … | -0.39 | -0.66 | -0.31 | -0.15 | 0.64 |
| Standard Deviation(%) | NA | 134.75 | NA | NA | NA | NA | NA | … | … | 70.41 | 46.81 | 46.36 | 44.54 | 43.24 |
| Draw Down(%) | NA | 50.77 | 78.31 | NA | NA | NA | NA | … | … | 49.42 | 58.07 | 48.19 | 40.13 | 24.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/23/2018, Common starting date is 04/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZOES (Zoe's Kitchen Inc) |
-39.87%
Jul 2015 – Jul 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZOES (Zoe's Kitchen Inc) |
-17.62%
Dec 2014 – Dec 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart