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
AMAC (American Medical Alert Corp) NA 46.83% 20.19% 5.40% 11.78% 7.56% 11.33%
Data as of 12/22/2011, Common starting date is 09/10/1984
More Performance Analytics Comparison
Name Start Date End Date
AMAC (American Medical Alert Corp) 09/10/1984 12/22/2011
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984
Annualized Return (%) 0.23 46.83 20.19 5.40 11.78 7.56 11.33 39.41 -7.39 38.13 -31.72 5.08 7.90 18.77 39.20 52.44 -14.29 141.18 -47.11 -42.89 65.55 -17.07 27.56 -21.60 27.56 -25.00 108.33 278.95 -56.82 131.58 -66.07 12.00 6.38 -28.24 -44.96
Sharpe Ratio NA 1.16 0.54 0.09 0.21 NA NA 0.82 -0.27 0.87 -0.43 0.05 0.13 0.40 0.87 0.86 -0.25 1.58 -0.46 -0.51 0.92 -1.00 0.34 -0.38 0.27 -0.25 1.03 1.73 -0.31 1.22 -0.74 0.09 0.03 -0.38 -1.00
Standard Deviation(%) NA 40.42 37.41 48.24 49.29 NA NA 49.18 28.09 43.80 75.10 41.14 36.55 41.02 43.74 60.50 61.04 90.25 112.10 90.73 67.40 71.81 70.76 67.08 89.78 105.89 101.83 156.57 197.49 103.01 95.77 91.33 84.61 87.22 91.86
Draw Down(%) NA 20.19 33.96 68.31 68.31 NA NA 20.19 33.16 22.61 59.77 31.69 32.10 30.37 23.59 26.73 57.14 53.69 64.79 65.63 40.00 33.84 35.47 47.49 42.60 52.94 56.33 52.67 79.79 55.36 78.29 67.45 57.98 61.79 57.98
Yield(%) 0.00 0.00 0.68 0.30 0.36 0.23 0.50 0.00 1.46 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/22/2011, Common starting date is 09/10/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMAC (American Medical Alert Corp) -40.88%
Aug 1987 – Aug 1990
-31.39%
Nov 1985 – Nov 1990
-2.61%
Mar 1993 – Mar 2003
-2.44%
Mar 1986 – Mar 2001
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMAC (American Medical Alert Corp) 129.94%
Nov 1990 – Nov 1993
69.01%
Nov 1990 – Nov 1995
26.35%
Dec 1988 – Dec 1998
25.67%
Nov 1990 – Nov 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return