Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXTAX (RiverSource Port Builder Total Equity A) | NA | 32.30% | 2.69% | 2.60% | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 06/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXTAX (RiverSource Port Builder Total Equity A) | 06/07/2004 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.30 | 2.69 | 2.60 | NA | NA | NA | … | … | 4.23 | 17.29 | 32.33 | -40.96 | 7.58 | 16.57 | 9.05 | 9.63 |
| Sharpe Ratio | NA | 2.19 | 0.09 | 0.06 | NA | NA | NA | … | … | 0.67 | 0.88 | 1.18 | -1.09 | 0.28 | 1.21 | 0.72 | 1.72 |
| Standard Deviation(%) | NA | 14.74 | 29.07 | 24.81 | NA | NA | NA | … | … | 12.88 | 19.62 | 27.28 | 38.18 | 16.21 | 11.00 | 9.58 | 9.44 |
| Draw Down(%) | NA | 7.18 | 48.46 | 57.53 | NA | NA | NA | … | … | 6.85 | 15.88 | 25.58 | 51.32 | 11.44 | 11.24 | 6.65 | 7.31 |
| Yield(%) | 0.00 | 1.49 | 1.29 | 5.40 | 3.72 | 2.48 | 1.86 | … | … | 0.00 | 1.35 | 2.57 | 0.85 | 15.65 | 7.91 | 3.18 | 1.07 |
Data as of 07/01/2011, Common starting date is 06/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXTAX (RiverSource Port Builder Total Equity A) |
-16.29%
Feb 2006 – Feb 2009 |
-0.38%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXTAX (RiverSource Port Builder Total Equity A) |
16.88%
Oct 2004 – Oct 2007 |
3.48%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart