Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ABZIX (AllianceBern Global Growth I ) NA -11.61% 5.25% -6.93% NA NA NA
Data as of 11/03/2011, Common starting date is 03/24/2005
More Performance Analytics Comparison
Name Start Date End Date
ABZIX (AllianceBern Global Growth I ) 03/24/2005 11/03/2011
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.00 -11.61 5.25 -6.93 NA NA NA -13.71 9.32 32.97 -53.50 13.04 15.14 18.84
Sharpe Ratio NA -0.49 0.18 -0.27 NA NA NA -0.66 0.44 1.15 -1.24 0.55 0.93 2.15
Standard Deviation(%) NA 23.72 28.43 29.03 NA NA NA 24.36 21.04 28.68 43.88 18.22 12.75 10.55
Draw Down(%) NA 21.65 30.81 65.28 NA NA NA 21.65 17.44 25.12 62.11 12.49 14.43 5.61
Yield(%) 0.00 10.90 5.49 4.89 3.41 2.28 1.71 7.55 3.50 0.00 1.27 10.17 6.21 3.52
Data as of 11/03/2011, Common starting date is 03/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABZIX (AllianceBern Global Growth I ) -21.89%
Feb 2006 – Feb 2009
-7.02%
Oct 2006 – Oct 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABZIX (AllianceBern Global Growth I ) 13.07%
Apr 2005 – Apr 2008
-0.29%
Apr 2005 – Apr 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return