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
APKT (Acme Packet Inc) NA 15.62% 14.97% 31.35% NA NA NA
Data as of 03/28/2013, Common starting date is 10/16/2006
More Performance Analytics Comparison
Name Start Date End Date
APKT (Acme Packet Inc) 10/16/2006 03/28/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.03 15.62 14.97 31.35 NA NA NA 32.19 -28.44 -41.85 383.27 109.13 -58.22 -39.00 20.00
Sharpe Ratio NA 0.30 0.22 0.34 NA NA NA 4.21 -0.51 -0.57 6.50 1.65 -0.57 -0.78 1.81
Standard Deviation(%) NA 52.41 63.94 93.04 NA NA NA 52.95 56.21 72.91 58.97 66.21 103.43 53.82 76.35
Draw Down(%) NA 47.94 82.05 82.05 NA NA NA 5.10 58.24 64.71 18.05 30.80 75.93 49.52 23.97
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
Data as of 03/28/2013, Common starting date is 10/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APKT (Acme Packet Inc) -18.92%
Dec 2006 – Dec 2009
2.09%
Sep 2007 – Sep 2012
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APKT (Acme Packet Inc) 129.73%
Jul 2008 – Jul 2011
29.48%
Feb 2008 – Feb 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return