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
AMMD (American Medical Systems Holdings Inc) NA 28.06% 24.65% 13.20% 14.32% NA NA
Data as of 06/17/2011, Common starting date is 08/16/2000
More Performance Analytics Comparison
Name Start Date End Date
AMMD (American Medical Systems Holdings Inc) 08/16/2000 06/17/2011
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
Annualized Return (%) 0.10 28.06 24.65 13.20 14.32 NA NA 58.96 -2.23 114.57 -37.83 -21.92 3.87 -14.71 91.61 34.61 -21.65 30.29 26.43
Sharpe Ratio NA 0.89 0.56 0.25 0.26 NA NA 3.88 -0.07 2.31 -0.79 -0.52 0.01 -0.49 2.62 0.89 -0.38 0.35 0.87
Standard Deviation(%) NA 31.45 43.86 46.70 50.94 NA NA 44.73 33.49 49.46 49.08 47.76 40.04 34.45 34.66 37.92 60.11 81.97 95.86
Draw Down(%) NA 25.66 54.67 62.12 64.91 NA NA 9.46 25.66 22.48 54.67 44.77 34.32 35.35 17.33 23.06 46.74 52.77 41.03
Yield(%) 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 06/17/2011, Common starting date is 08/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMMD (American Medical Systems Holdings Inc) -22.13%
Jan 2006 – Jan 2009
-5.93%
Feb 2004 – Feb 2009
8.65%
Oct 2000 – Oct 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMMD (American Medical Systems Holdings Inc) 47.60%
Mar 2001 – Mar 2004
40.40%
Mar 2001 – Mar 2006
18.03%
Mar 2001 – Mar 2011
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return