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
BLIAF (Bell Aliant Regional Communications Income Fund) NA 17.35% 2.34% 3.57% NA NA NA
Data as of 10/30/2014, Common starting date is 10/23/2006
More Performance Analytics Comparison
Name Start Date End Date
BLIAF (Bell Aliant Regional Communications Income Fund) 10/23/2006 10/30/2014
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
Annualized Return (%) 3.24 17.35 2.34 3.57 NA NA NA 18.11 -4.74 -5.08 6.81 -1.99 38.15 -35.16 28.57 -22.61
Sharpe Ratio NA 1.12 0.16 0.23 NA NA NA 1.29 -0.35 -0.39 0.39 -0.13 1.53 -1.01 1.35 -1.61
Standard Deviation(%) NA 15.43 14.26 15.46 NA NA NA 17.11 13.48 13.40 17.53 16.00 24.96 35.48 18.99 48.43
Draw Down(%) NA 12.73 20.83 24.67 NA NA NA 10.82 12.56 14.46 16.04 14.02 16.98 43.72 15.43 24.13
Yield(%) 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 0.00 0.00
Data as of 10/30/2014, Common starting date is 10/23/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLIAF (Bell Aliant Regional Communications Income Fund) -8.00%
Sep 2007 – Sep 2010
-4.00%
Oct 2007 – Oct 2012
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLIAF (Bell Aliant Regional Communications Income Fund) 13.19%
Nov 2008 – Nov 2011
6.72%
Nov 2008 – Nov 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return