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
BRL (BARR PHARMACEUTICALS INC) NA 21.54% 1.92% 4.75% 17.44% 24.25% 25.85%
Data as of 12/23/2008, Common starting date is 06/15/1987
More Performance Analytics Comparison
Name Start Date End Date
BRL (BARR PHARMACEUTICALS INC) 06/15/1987 12/23/2008
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987
Annualized Return (%) 0.15 21.54 1.92 4.75 17.44 24.25 25.85 23.92 5.95 -19.54 36.78 -11.23 77.33 -17.98 8.80 248.77 -34.65 40.68 101.65 27.97 17.82 27.85 94.59 -40.77 92.80 79.72 -4.83 -17.77 -48.04
Sharpe Ratio NA 0.39 -0.01 0.07 0.31 NA NA 0.50 0.13 -0.94 1.39 -0.40 2.24 -0.51 0.14 3.14 -0.85 0.67 0.92 0.64 0.44 0.85 1.26 -0.52 1.35 1.53 -0.19 -0.47 -1.14
Standard Deviation(%) NA 51.46 38.41 38.94 49.47 NA NA 46.95 21.97 24.32 24.96 30.23 34.27 37.70 46.88 77.96 44.56 55.78 49.98 37.63 31.43 29.29 73.10 82.73 65.54 48.33 56.49 47.24 64.33
Draw Down(%) NA 31.76 44.54 44.54 44.54 NA NA 31.76 18.30 34.34 15.40 39.37 14.50 36.59 36.25 28.39 41.19 45.65 30.24 26.45 31.72 34.59 39.38 73.18 64.38 35.77 33.28 42.17 55.49
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
Data as of 12/23/2008, Common starting date is 06/15/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRL (BARR PHARMACEUTICALS INC) -23.92%
Sep 1987 – Sep 1990
-9.38%
Sep 1987 – Sep 1992
13.74%
May 1998 – May 2008
17.89%
Sep 1991 – Sep 2006
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRL (BARR PHARMACEUTICALS INC) 87.33%
Oct 1988 – Oct 1991
70.43%
Jul 1992 – Jul 1997
44.87%
Aug 1990 – Aug 2000
34.41%
Nov 1988 – Nov 2003
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return