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
AFTRX (WB Capital Limited Term Bond) NA 3.36% 3.35% 3.39% 3.50% NA NA … …
Data as of 05/24/2010, Common starting date is 06/20/1996
More Performance Analytics Comparison
Name Start Date End Date
AFTRX (WB Capital Limited Term Bond) 06/20/1996 05/24/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 3.36 3.35 3.39 3.50 NA NA … … 0.06 2.80 2.53 6.36 4.31 1.22 1.22 1.79 0.86 8.58 6.75 0.22 5.25 6.70 4.66
Sharpe Ratio NA 2.19 1.02 0.83 0.98 NA NA … … 0.07 1.23 0.55 1.67 1.03 -0.84 0.19 0.57 -0.12 4.34 1.61 -1.53 0.83 -17.03 1.55
Standard Deviation(%) NA 1.50 2.40 1.98 1.83 NA NA … … 1.11 2.20 2.90 2.01 0.99 1.13 1.42 1.91 1.94 1.47 1.68 1.96 2.31 2.84 3.53
Draw Down(%) NA 0.62 2.69 2.69 2.69 NA NA … … 0.55 2.69 2.46 0.82 0.23 0.58 1.55 1.73 1.59 0.80 0.84 1.68 1.76 1.84 1.52
Yield(%) 0.00 2.59 3.49 3.52 3.64 3.69 2.77 … … 0.38 3.47 3.83 4.20 3.80 2.77 2.64 2.07 3.55 5.73 5.42 4.58 4.05 5.14 3.96
Data as of 05/24/2010, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AFTRX (WB Capital Limited Term Bond) 0.86%
Mar 2002 – Mar 2005 		1.79%
Oct 2001 – Oct 2006 		3.10%
Sep 1998 – Sep 2008 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AFTRX (WB Capital Limited Term Bond) 5.70%
Feb 1999 – Feb 2002 		5.91%
Aug 1996 – Aug 2001 		3.86%
Aug 1996 – Aug 2006 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return