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
BWL.A (Bowl America Incorporated A) NA -0.78% 9.59% 7.47% 5.26% 10.56% 8.86%
Data as of 03/17/2015, Common starting date is 09/10/1984
More Performance Analytics Comparison
Name Start Date End Date
BWL.A (Bowl America Incorporated A) 09/10/1984 03/17/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2015 2014 2013 2012 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 1984
Annualized Return (%) -0.28 -0.78 9.59 7.47 5.26 10.56 8.86 2.11 4.71 21.76 7.43 7.78 -0.49 48.84 -38.94 3.97 20.71 0.70 4.54 23.57 10.21 48.55 32.20 3.62 -11.69 33.64 -8.79 -1.09 -16.49 -9.06 9.71 27.68 -23.30 47.52 57.11 15.97 40.87 7.36 1.99
Sharpe Ratio NA -0.02 0.31 0.20 0.13 NA NA 0.31 0.13 0.73 0.27 0.22 -0.01 1.20 -1.40 0.11 2.35 -0.14 0.40 2.32 0.63 2.69 1.21 0.01 -0.55 -0.69 -0.47 -0.25 -1.69 -1.17 0.63 1.58 -1.49 2.20 3.28 0.65 1.75 0.21 0.02
Standard Deviation(%) NA 36.42 30.85 36.32 32.17 NA NA 35.42 34.85 29.89 27.25 35.07 47.01 40.52 28.44 8.50 7.44 10.28 8.90 9.84 14.56 17.51 23.28 26.99 27.08 31.19 26.21 19.96 11.49 9.44 11.60 15.07 19.12 19.00 15.91 18.16 20.86 10.33 15.87
Draw Down(%) NA 11.42 11.42 25.83 45.24 NA NA 7.79 11.42 8.33 9.47 10.59 25.83 18.28 41.86 7.56 2.17 8.31 6.71 5.50 8.16 8.87 7.77 14.81 23.03 21.93 21.20 15.80 19.86 14.72 8.84 9.04 34.62 11.15 5.13 25.33 18.18 3.61 8.43
Yield(%) 0.00 4.43 6.14 5.33 4.59 8.23 7.04 1.16 4.62 4.10 10.47 4.70 3.65 6.61 4.40 3.62 4.06 3.90 3.82 4.11 4.22 5.44 7.08 5.26 4.20 5.40 4.52 2.10 1.67 1.43 1.47 1.76 1.25 1.13 1.34 0.52 1.17 0.28 0.00
Data as of 03/17/2015, Common starting date is 09/10/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BWL.A (Bowl America Incorporated A) -11.93%
Aug 1993 – Aug 1996
-6.46%
Mar 1990 – Mar 1995
-1.37%
Apr 1990 – Apr 2000
4.56%
Nov 1993 – Nov 2008
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BWL.A (Bowl America Incorporated A) 39.64%
Feb 1986 – Feb 1989
34.36%
Apr 1985 – Apr 1990
15.53%
Apr 1997 – Apr 2007
12.08%
Mar 1999 – Mar 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return