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
BUCY (BUCYRUS INTERNATIONAL INC) NA 75.20% 15.28% 31.05% NA NA NA
Data as of 07/08/2011, Common starting date is 07/26/2004
More Performance Analytics Comparison
Name Start Date End Date
BUCY (BUCYRUS INTERNATIONAL INC) 07/26/2004 07/08/2011
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
Annualized Return (%) 0.27 75.20 15.28 31.05 NA NA NA 2.96 58.72 205.79 -62.67 92.32 47.64 29.93 71.96
Sharpe Ratio NA 2.37 0.19 0.40 NA NA NA 4.04 1.11 2.75 -0.61 2.08 0.80 0.65 5.08
Standard Deviation(%) NA 31.71 80.94 74.53 NA NA NA 1.43 52.65 74.76 103.80 43.27 55.87 42.75 47.44
Draw Down(%) NA 15.40 85.62 86.08 NA NA NA 0.36 35.16 52.75 81.50 22.95 36.51 28.88 16.75
Yield(%) 0.00 0.19 0.17 0.20 0.27 0.18 0.14 0.06 0.16 0.50 0.09 0.21 0.21 0.19 0.08
Data as of 07/08/2011, Common starting date is 07/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BUCY (BUCYRUS INTERNATIONAL INC) -15.91%
Feb 2006 – Feb 2009
26.34%
Sep 2004 – Sep 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BUCY (BUCYRUS INTERNATIONAL INC) 81.52%
May 2005 – May 2008
41.96%
Nov 2005 – Nov 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return