Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCH (Utz Brands Inc) | NA | -3.16% | -1.89% | 3.72% | 1.09% | NA | NA | … | … |
Data as of 07/24/2014, Common starting date is 11/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCH (Utz Brands Inc) | 11/21/2003 | 07/24/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.39 | -3.16 | -1.89 | 3.72 | 1.09 | NA | NA | … | … | -18.31 | 26.98 | 44.58 | -33.68 | 14.37 | 62.37 | -65.81 | 8.89 | 36.43 | 24.86 | 12.92 | 8.82 |
| Sharpe Ratio | NA | -0.12 | -0.05 | 0.10 | 0.00 | NA | NA | … | … | -1.24 | 0.80 | 0.99 | -0.88 | 0.38 | 1.26 | -1.01 | 0.12 | 1.38 | 0.92 | 0.52 | 12.20 |
| Standard Deviation(%) | NA | 26.02 | 38.31 | 37.55 | 41.55 | NA | NA | … | … | 24.56 | 33.59 | 45.51 | 38.44 | 37.41 | 49.31 | 65.82 | 51.43 | 24.20 | 24.75 | 22.87 | 10.36 |
| Draw Down(%) | NA | 28.31 | 46.22 | 51.21 | 82.49 | NA | NA | … | … | 23.49 | 23.95 | 28.68 | 49.65 | 29.94 | 32.20 | 77.24 | 40.06 | 14.54 | 17.56 | 24.57 | 0.37 |
| Yield(%) | 0.00 | 2.69 | 1.92 | 2.39 | 1.66 | 1.87 | 1.40 | … | … | 1.67 | 2.60 | 2.45 | 2.71 | 1.59 | 2.52 | 0.87 | 0.73 | 0.86 | 0.96 | 0.75 | 7.51 |
Data as of 07/24/2014, Common starting date is 11/21/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCH (Utz Brands Inc) |
-26.25%
Feb 2006 – Feb 2009 |
-18.85%
Sep 2007 – Sep 2012 |
0.59%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCH (Utz Brands Inc) |
41.70%
Sep 2004 – Sep 2007 |
18.78%
Feb 2009 – Feb 2014 |
4.94%
Dec 2003 – Dec 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart