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
BLC (Belo Corp) NA -87.60% -32.85% -18.52% NA NA NA
Data as of 12/05/2014, Common starting date is 02/11/2008
More Performance Analytics Comparison
Name Start Date End Date
BLC (Belo Corp) 02/11/2008 12/05/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 -87.60 -32.85 -18.52 NA NA NA 84.12 26.81 -9.38 30.15 281.73 -87.48
Sharpe Ratio NA 2.96 0.73 0.85 NA NA NA 2.69 0.90 -0.19 0.60 2.32 -1.38
Standard Deviation(%) NA 28.28 37.44 69.49 NA NA NA 32.06 30.08 50.65 49.77 121.57 65.82
Draw Down(%) NA 7.82 50.49 77.58 NA NA NA 7.82 28.36 50.49 44.17 77.58 88.39
Yield(%) 0.00 0.00 3.38 2.75 3.29 2.19 1.64 4.03 4.43 1.39 0.00 8.15 26.40
Data as of 12/05/2014, Common starting date is 02/11/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLC (Belo Corp) -38.82%
Mar 2011 – Mar 2014
-19.28%
Sep 2009 – Sep 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLC (Belo Corp) 132.47%
Mar 2009 – Mar 2012
53.39%
Nov 2008 – Nov 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return