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
ANEN (Anaren Inc) NA 43.24% 12.92% 18.28% 3.50% 9.34% 19.84%
Data as of 02/18/2014, Common starting date is 09/10/1984
More Performance Analytics Comparison
Name Start Date End Date
ANEN (Anaren Inc) 09/10/1984 02/18/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 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 (%) 0.00 43.24 12.92 18.28 3.50 9.34 19.84 0.00 43.91 17.03 -20.29 38.54 25.94 -27.53 -7.15 13.63 20.60 -8.22 60.45 -49.19 -74.22 272.38 156.30 33.00 154.08 11.21 124.80 15.74 44.00 -36.97 19.00 -30.31 -52.17 4.35 -14.81 -51.79 53.34 -10.93
Sharpe Ratio NA 1.74 0.41 0.51 0.05 NA NA -0.02 1.66 0.65 -0.49 1.01 0.51 -0.40 -0.24 0.21 0.52 -0.18 1.25 -0.74 -0.69 2.16 2.90 0.50 1.17 0.08 1.19 0.10 0.42 -0.27 0.14 -0.27 -1.08 -0.01 -0.36 -1.49 1.43 -0.97
Standard Deviation(%) NA 23.09 31.52 35.95 45.36 NA NA 1.26 26.42 26.30 41.76 38.02 50.83 70.90 43.11 49.88 35.78 50.34 47.95 67.83 112.46 124.26 52.83 59.19 83.61 92.54 101.55 124.28 99.35 147.31 105.34 129.41 53.55 42.11 52.55 37.52 33.70 38.50
Draw Down(%) NA 7.78 26.98 39.44 65.70 NA NA 0.25 7.78 13.35 29.25 25.51 27.87 50.39 30.05 34.42 26.40 48.47 26.78 64.18 84.66 48.81 30.11 59.11 58.99 47.09 35.29 35.90 34.77 60.98 54.48 64.34 59.22 20.69 37.50 52.20 22.81 25.34
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 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 02/18/2014, 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
ANEN (Anaren Inc) -47.45%
Jun 2000 – Jun 2003
-34.56%
Sep 1985 – Sep 1990
-15.17%
Feb 1985 – Feb 1995
5.41%
Aug 1997 – Aug 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANEN (Anaren Inc) 145.83%
Jun 1997 – Jun 2000
104.62%
Dec 1995 – Dec 2000
63.39%
Sep 1990 – Sep 2000
27.39%
Sep 1992 – Sep 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return