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
ARGN (Amerigon, Inc.) NA -22.10% 23.39% -5.73% 18.18% -4.29% NA
Data as of 06/12/2012, Common starting date is 06/10/1993
More Performance Analytics Comparison
Name Start Date End Date
ARGN (Amerigon, Inc.) 06/10/1993 06/12/2012
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Annualized Return (%) -1.84 -22.10 23.39 -5.73 18.18 -4.29 NA -17.67 31.07 37.03 143.56 -84.58 118.84 65.41 56.15 -13.43 59.41 153.27 -46.50 -33.33 76.38 -86.48 -57.48 -45.30 -10.42 20.00 21.21
Sharpe Ratio NA -0.53 0.44 -0.09 0.25 NA NA -1.05 0.61 0.67 1.64 -0.82 2.13 1.40 0.98 -0.23 0.79 1.51 -0.29 -0.22 0.44 -0.44 -1.07 -0.61 -0.27 0.29 0.72
Standard Deviation(%) NA 43.70 53.56 73.68 68.48 NA NA 33.73 50.88 55.53 87.45 103.67 54.70 44.72 54.97 63.47 74.09 100.79 169.67 166.72 167.52 202.44 105.33 78.96 52.40 58.08 53.77
Draw Down(%) NA 35.32 37.87 89.50 89.50 NA NA 33.48 33.63 37.87 47.42 88.17 26.50 32.83 31.91 59.41 36.16 74.94 85.11 92.90 75.95 95.67 70.82 58.75 26.92 25.96 16.45
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
Data as of 06/12/2012, Common starting date is 06/10/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ARGN (Amerigon, Inc.) -72.33%
Mar 1996 – Mar 1999
-52.29%
Mar 1994 – Mar 1999
-24.85%
Nov 1994 – Nov 2004
-17.10%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ARGN (Amerigon, Inc.) 83.67%
Oct 2004 – Oct 2007
76.70%
Oct 2002 – Oct 2007
30.76%
Oct 2001 – Oct 2011
-0.57%
Mar 1997 – Mar 2012
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return