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
BNHNA (Benihana Inc) NA 26.31% 69.80% -12.06% 3.76% 4.26% 16.32%
Data as of 11/29/2011, Common starting date is 07/21/1987
More Performance Analytics Comparison
Name Start Date End Date
BNHNA (Benihana Inc) 07/21/1987 11/29/2011
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
Annualized Return (%) 0.20 26.31 69.80 -12.06 3.76 4.26 16.32 20.90 115.83 80.48 -83.53 -37.67 33.25 41.78 27.25 -5.34 3.08 32.37 -21.26 39.25 -20.23 48.57 4.42 123.47 128.09 95.28 -3.24 1.76 -60.90 11.35 -12.95 -32.57
Sharpe Ratio NA 0.61 0.94 -0.17 NA NA NA 0.52 2.23 0.92 -1.19 -0.99 0.63 1.05 0.76 -0.17 0.04 0.50 -0.49 0.79 -0.33 -0.10 0.02 2.25 1.41 0.84 -0.05 -0.02 -1.64 0.12 -0.12 -1.27
Standard Deviation(%) NA 43.21 72.09 76.16 NA NA NA 44.48 51.93 87.16 71.09 41.23 47.72 37.63 34.62 35.28 50.60 60.72 51.17 45.64 70.51 67.97 49.37 53.27 88.96 110.62 104.17 106.73 40.20 48.22 143.30 49.63
Draw Down(%) NA 31.35 62.67 93.16 93.54 NA NA 31.35 26.82 62.67 87.45 49.04 41.19 19.40 37.58 32.17 41.19 30.88 45.80 19.68 53.85 24.32 32.61 8.86 40.71 45.37 45.49 47.43 60.90 32.20 77.78 40.00
Yield(%) 0.00 0.00 0.00 7.46 8.92 7.68 62.62 0.00 0.00 0.00 0.00 33.89 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 11/29/2011, Common starting date is 07/21/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BNHNA (Benihana Inc) -51.73%
Feb 2006 – Feb 2009
-29.11%
Feb 2004 – Feb 2009
-11.39%
Feb 1999 – Feb 2009
2.35%
Aug 1996 – Aug 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BNHNA (Benihana Inc) 115.11%
Dec 1992 – Dec 1995
74.07%
Jan 1991 – Jan 1996
36.29%
Jun 1992 – Jun 2002
30.97%
Apr 1991 – Apr 2006
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return