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
CHDX (Chindex International Inc) NA 40.79% 37.99% 13.11% 14.98% 19.82% 7.12%
Data as of 09/29/2014, Common starting date is 08/19/1994
More Performance Analytics Comparison
Name Start Date End Date
CHDX (Chindex International Inc) 08/19/1994 09/29/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) 0.08 40.79 37.99 13.11 14.98 19.82 7.12 37.64 66.00 23.24 -48.33 16.70 77.74 -65.46 83.09 270.53 -51.06 -36.08 777.09 -41.70 107.41 -59.32 570.96 -80.57 -56.25 -27.27 29.41 -26.09
Sharpe Ratio NA 1.49 0.95 0.27 0.20 NA NA 2.16 1.76 0.60 -0.72 0.32 0.77 -0.70 1.19 3.55 -0.77 -0.49 8.46 -0.64 1.36 -0.47 3.41 -0.54 -0.93 -0.30 0.28 -0.51
Standard Deviation(%) NA 25.86 39.89 48.16 69.69 NA NA 24.89 37.56 39.17 67.60 51.56 101.10 95.01 67.76 75.84 69.43 76.26 91.77 67.28 78.86 135.64 166.71 154.56 119.25 100.95 87.92 123.91
Draw Down(%) NA 15.32 40.26 57.73 87.89 NA NA 9.18 22.10 17.52 56.84 31.95 60.67 81.98 41.50 42.47 70.10 72.99 27.93 49.56 43.85 73.60 55.36 91.32 78.26 43.09 21.74 26.09
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
Data as of 09/29/2014, Common starting date is 08/19/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHDX (Chindex International Inc) -60.46%
Dec 1995 – Dec 1998
-29.94%
Dec 1995 – Dec 2000
-8.78%
Sep 1995 – Sep 2005
3.49%
Nov 1996 – Nov 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHDX (Chindex International Inc) 119.71%
Dec 2000 – Dec 2003
96.03%
Dec 1998 – Dec 2003
35.73%
Dec 1998 – Dec 2008
29.94%
Feb 1999 – Feb 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return