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
BCND (Beacon Redevelopment) NA NA NA NA -100.00% NA NA
Data as of 07/10/2014, Common starting date is 08/01/2000
More Performance Analytics Comparison
Name Start Date End Date
BCND (Beacon Redevelopment) 08/01/2000 07/10/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) NA NA NA NA -100.00 NA NA 0.00 -100.00 -80.00 -60.00 -90.00 -63.64 22.22 3,917.86
Sharpe Ratio NA 1.00 1.00 1.00 NA NA NA 1.00 NA -0.23 -0.33 -0.24 -0.42 0.37 1,349.94
Standard Deviation(%) NA NA NA NA NA NA NA NA NA 353.83 186.86 370.79 154.83 55.53 744.20
Draw Down(%) NA NA NA NA 100.00 NA NA NA 100.00 80.00 66.67 90.00 70.06 11.11 60.72
Yield(%) NA 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 07/10/2014, Common starting date is 08/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCND (Beacon Redevelopment) -100.00%
Jun 2003 – Jun 2006
-100.00%
Jun 2001 – Jun 2006
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCND (Beacon Redevelopment) -35.26%
Sep 2000 – Sep 2003
-62.17%
Dec 2000 – Dec 2005
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return