The charts that follow can be observed to provide:
  • A pictorial perspective on the risk and reward characteristics of each Manager and a few Combinations.
  • A simplified view featuring the essence of our analytical approach.
  • Samples of output from the Performex ® System, along with related commentary.
  • A valuable educational format.

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Select from any of the charts below for further details....    

U.S. Managers Cumulative Unit Value Growth of $100

U.S. Managers Standard Deviation of Monthly Performance

U.S. Managers Risk Adjusted Efficiency of Monthly Returns

U.S. Managers Positive Months

U.S. Managers Negative Months

Manager's 12 Month Rolling Returns

Potential Combination Candidate Chart

Manager Combinations Cumulative Unit Value Growth of $100

Manager Combinations Standard Deviation of Monthly Performance

Manager Combinations Risk Adjusted Efficiency of Monthly Returns

Manager Combinations Positive Months

Manager Combinations Negative Months

Manager Combinations 1 Year Rolling Average Return

The Compounding Factor

Drawdown Summary

Conclusions

Closing Commentary