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
CLP (Colonial Properties Trust Inc) NA 10.40% 14.02% 8.71% 3.52% 8.51% 12.13%
Data as of 10/01/2013, Common starting date is 09/24/1993
More Performance Analytics Comparison
Name Start Date End Date
CLP (Colonial Properties Trust Inc) 09/24/1993 10/01/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Annualized Return (%) 0.81 10.40 14.02 8.71 3.52 8.51 12.13 7.59 5.88 18.21 58.70 54.80 -59.44 -33.48 18.25 14.18 6.28 26.01 17.66 30.43 30.03 4.42 4.32 16.93 44.62 38.30 28.79 -7.06
Sharpe Ratio NA 0.57 0.52 0.13 0.05 NA NA 0.53 0.32 0.49 1.44 0.55 -0.60 -1.27 0.84 0.59 0.25 2.01 0.84 1.93 1.34 0.06 0.03 0.73 2.41 2.24 1.41 -1.14
Standard Deviation(%) NA 18.11 26.65 66.21 50.85 NA NA 19.14 18.17 36.85 40.72 100.15 100.66 28.80 17.89 20.29 21.00 12.62 19.72 14.83 19.35 21.23 29.02 18.19 16.90 15.38 18.37 22.67
Draw Down(%) NA 13.56 22.84 82.92 90.88 NA NA 13.56 12.89 22.84 22.38 65.55 85.43 43.04 14.58 14.00 15.71 8.95 19.26 10.17 13.98 16.17 18.68 8.29 10.94 5.31 9.29 13.05
Yield(%) 0.00 3.86 3.93 3.58 7.36 11.16 17.80 2.92 3.39 2.43 4.98 8.86 7.75 28.13 6.29 6.90 6.82 7.79 8.39 9.67 11.12 9.81 8.80 9.47 11.33 12.91 13.55 0.00
Data as of 10/01/2013, Common starting date is 09/24/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLP (Colonial Properties Trust Inc) -49.96%
Mar 2006 – Mar 2009
-29.36%
Mar 2004 – Mar 2009
-7.03%
Mar 1999 – Mar 2009
2.00%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLP (Colonial Properties Trust Inc) 85.77%
Mar 2009 – Mar 2012
25.99%
Nov 1993 – Nov 1998
23.50%
Dec 1993 – Dec 2003
11.71%
Apr 1996 – Apr 2011
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return