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
AWIFX (Atlantic Whitehall International Instl) NA -21.81% -8.84% 2.51% NA NA NA
Data as of 08/21/2009, Common starting date is 09/08/2003
More Performance Analytics Comparison
Name Start Date End Date
AWIFX (Atlantic Whitehall International Instl) 09/08/2003 08/21/2009
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.00 -21.81 -8.84 2.51 NA NA NA 6.61 -39.92 8.43 24.98 11.07 19.75 13.10
Sharpe Ratio NA -0.46 -0.34 0.02 NA NA NA 0.33 -0.94 0.32 1.59 0.87 1.54 4.32
Standard Deviation(%) NA 47.65 31.19 25.69 NA NA NA 31.35 43.11 16.91 13.71 10.20 12.21 10.81
Draw Down(%) NA 46.36 57.94 57.94 NA NA NA 27.25 52.93 11.26 13.89 6.91 7.48 3.65
Yield(%) 0.00 9.28 12.20 12.98 7.51 5.00 3.75 0.00 7.66 18.74 13.03 11.39 5.90 0.00
Data as of 08/21/2009, Common starting date is 09/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AWIFX (Atlantic Whitehall International Instl) -14.14%
Feb 2006 – Feb 2009
-3.15%
Feb 2004 – Feb 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AWIFX (Atlantic Whitehall International Instl) 20.94%
May 2004 – May 2007
3.29%
Oct 2003 – Oct 2008
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return