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
ASBC (Associated Banc Corp) NA 7.18% 19.83% 12.53% -3.22% 2.41% 5.36%
Data as of 12/22/2014, Common starting date is 09/07/1984
More Performance Analytics Comparison
Name Start Date End Date
ASBC (Associated Banc Corp) 09/07/1984 12/22/2014
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 (%) 3.19 7.18 19.83 12.53 -3.22 2.41 5.36 8.10 35.41 19.56 -26.04 38.02 -45.65 -18.31 -19.12 10.95 1.21 19.93 29.18 8.25 18.71 0.17 1.97 -21.42 57.47 4.93 45.61 3.82 18.35 28.66 41.52 -11.18 33.44 2.24 0.18 11.02 27.62 50.00
Sharpe Ratio NA 0.45 0.92 0.42 -0.10 NA NA 0.43 1.85 0.78 -0.66 1.02 -0.63 -0.26 -0.85 0.66 -0.06 1.22 1.72 0.25 0.68 -0.09 -0.04 -0.73 0.10 0.08 1.94 0.03 0.57 0.83 1.25 -0.49 0.78 -0.07 -0.07 0.13 0.56 9.62
Standard Deviation(%) NA 19.05 21.41 29.58 40.58 NA NA 19.13 19.17 25.18 39.80 37.11 72.36 74.31 26.07 11.66 15.55 15.58 16.61 28.55 24.64 41.10 30.31 33.77 22.88 17.96 21.52 31.20 28.23 31.36 30.14 33.73 35.69 35.50 55.10 51.81 39.90 26.84
Draw Down(%) NA 12.57 19.30 44.17 71.36 NA NA 12.57 12.70 19.30 41.60 25.66 55.88 49.20 26.47 12.34 15.60 10.80 8.16 28.47 19.18 34.50 20.98 38.79 11.73 13.67 5.81 17.94 18.59 11.11 16.10 27.72 12.47 13.61 36.48 26.89 19.40 8.86
Yield(%) 0.00 2.11 2.73 1.85 1.86 1.98 1.84 2.15 2.42 2.01 0.26 0.35 2.20 4.75 3.48 3.48 3.22 2.29 2.56 2.32 2.49 2.04 1.81 1.07 1.14 1.06 1.01 0.90 0.64 0.89 1.16 0.83 0.91 0.82 0.61 0.63 0.00 0.00
Data as of 12/22/2014, Common starting date is 09/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASBC (Associated Banc Corp) -28.92%
Dec 2006 – Dec 2009
-19.88%
Sep 2006 – Sep 2011
-4.96%
Sep 2001 – Sep 2011
-1.59%
Dec 1997 – Dec 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASBC (Associated Banc Corp) 36.66%
Oct 1990 – Oct 1993
26.64%
Dec 1990 – Dec 1995
20.62%
Dec 1987 – Dec 1997
17.39%
Oct 1984 – Oct 1999
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return