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
BLUD (IMMUCOR INC) NA 48.78% -5.49% 6.63% 52.57% 23.54% 13.69%
Data as of 08/19/2011, Common starting date is 12/20/1985
More Performance Analytics Comparison
Name Start Date End Date
BLUD (IMMUCOR INC) 12/20/1985 08/19/2011
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 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985
Annualized Return (%) 0.07 48.78 -5.49 6.63 52.57 23.54 13.69 35.20 -2.03 -23.85 -21.80 16.28 87.69 -0.64 159.43 51.04 156.01 377.22 -81.07 55.22 4.39 -6.28 3.25 94.03 -15.98 -15.37 -63.65 99.42 92.53 87.88 -20.99 -15.13 54.34 0.00
Sharpe Ratio NA 1.17 -0.11 0.09 0.81 NA NA 1.46 -0.06 -0.46 -0.42 0.36 2.68 -0.06 3.49 0.98 2.20 3.55 -0.92 0.89 0.02 -1.16 0.00 1.34 -0.21 -0.22 -0.98 1.86 1.61 1.54 -0.48 -0.28 1.22 0.00
Standard Deviation(%) NA 41.65 50.10 52.48 62.98 NA NA 41.71 34.14 51.53 53.58 36.56 31.66 43.93 45.39 51.44 70.48 109.16 92.72 58.60 49.34 52.88 59.42 67.09 92.22 77.24 66.90 51.19 53.99 53.22 53.48 68.08 40.77 NA
Draw Down(%) NA 19.18 59.16 65.90 65.90 NA NA 14.01 26.22 53.92 39.26 23.79 19.19 37.76 25.30 35.94 25.36 49.75 83.35 38.22 27.63 38.42 44.70 40.88 35.84 47.82 67.45 41.35 31.56 14.90 29.98 65.78 26.52 0.00
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 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 0.00 0.00
Data as of 08/19/2011, Common starting date is 12/20/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLUD (IMMUCOR INC) -37.00%
Apr 1998 – Apr 2001
-29.75%
Apr 1996 – Apr 2001
-16.98%
Aug 1991 – Aug 2001
-2.74%
Apr 1986 – Apr 2001
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLUD (IMMUCOR INC) 205.42%
May 2001 – May 2004
132.78%
Apr 2001 – Apr 2006
54.41%
Apr 2001 – Apr 2011
30.41%
Aug 1993 – Aug 2008
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return