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
ALTM (Arcadium Lithium plc) NA -40.00% -22.16% -5.86% 18.28% -1.77% NA
Data as of 06/20/2014, Common starting date is 09/22/1995
More Performance Analytics Comparison
Name Start Date End Date
ALTM (Arcadium Lithium plc) 09/22/1995 06/20/2014
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -40.00 -22.16 -5.86 18.28 -1.77 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 27.78 6.23 0.85
Data as of 06/20/2014, Common starting date is 09/22/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALTM (Arcadium Lithium plc) -65.58%
Oct 2000 – Oct 2003
-53.12%
Nov 1999 – Nov 2004
-27.70%
Oct 1995 – Oct 2005
-13.78%
Feb 1996 – Feb 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALTM (Arcadium Lithium plc) 200.92%
Nov 2004 – Nov 2007
70.85%
Oct 2004 – Oct 2009
26.95%
Mar 2004 – Mar 2014
3.94%
May 1998 – May 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return