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
CHTT (CHATTEM INC) NA 64.74% 21.74% 19.82% 27.87% 26.13% NA
Data as of 03/19/2010, Common starting date is 02/25/1992
More Performance Analytics Comparison
Name Start Date End Date
CHTT (CHATTEM INC) 02/25/1992 03/19/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992
Annualized Return (%) 0.00 64.74 21.74 19.82 27.87 26.13 NA 0.20 30.43 -5.31 50.84 37.62 9.94 84.92 -12.90 113.95 241.81 -70.42 -60.31 224.54 63.89 94.38 -5.12 -36.04 -22.25 12.27
Sharpe Ratio NA 2.08 0.59 0.51 0.54 NA NA 0.79 0.75 -0.14 1.70 0.87 0.24 2.76 -0.23 2.16 4.70 -0.93 -1.10 3.94 0.16 1.41 -0.12 -0.57 -0.43 0.23
Standard Deviation(%) NA 31.08 35.11 35.07 47.71 NA NA 1.16 40.40 42.94 28.34 39.50 32.39 30.47 59.26 52.20 52.43 80.36 57.90 56.12 52.01 63.98 77.43 68.93 56.59 52.25
Draw Down(%) NA 13.21 36.16 36.87 71.03 NA NA 0.32 27.30 29.38 15.99 30.74 31.05 16.44 43.07 31.47 19.26 76.55 64.74 41.04 27.27 22.98 32.00 44.90 45.10 35.05
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 5.68 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 0.00 102.23 1.25
Data as of 03/19/2010, Common starting date is 02/25/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHTT (CHATTEM INC) -31.22%
Nov 1997 – Nov 2000
-5.65%
Dec 1998 – Dec 2003
9.23%
Mar 1992 – Mar 2002
17.18%
May 1993 – May 2008
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHTT (CHATTEM INC) 117.85%
Dec 1995 – Dec 1998
67.08%
Nov 2000 – Nov 2005
33.68%
Jul 1995 – Jul 2005
27.50%
Dec 1994 – Dec 2009
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return