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
DNEX (Dionex Corp) NA 37.85% 18.05% 16.01% 14.06% 13.28% 14.52%
Data as of 05/17/2011, Common starting date is 03/26/1990
More Performance Analytics Comparison
Name Start Date End Date
DNEX (Dionex Corp) 03/26/1990 05/17/2011
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 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990
Annualized Return (%) 0.03 37.85 18.05 16.01 14.06 13.28 14.52 0.42 59.73 64.73 -45.87 46.11 15.55 -13.39 23.14 55.11 16.31 -26.06 -16.24 12.48 45.75 43.57 23.35 50.33 17.97 -21.47 39.32 40.96 -12.63
Sharpe Ratio NA 1.44 0.52 0.45 0.39 NA NA 0.72 1.89 2.06 -1.06 1.64 0.38 -0.55 0.80 2.19 0.48 -0.51 -0.30 0.19 0.87 -0.42 0.47 2.26 0.69 -0.81 1.14 0.94 -0.56
Standard Deviation(%) NA 26.25 34.04 32.95 32.43 NA NA 1.50 31.53 31.43 43.95 26.45 32.34 28.29 27.69 24.87 31.75 56.23 67.07 48.04 48.84 27.45 42.06 20.54 21.69 29.12 32.21 39.30 37.71
Draw Down(%) NA 16.06 46.51 54.51 54.51 NA NA 0.57 16.06 23.93 48.09 8.78 24.14 33.24 24.42 8.07 19.06 36.82 40.66 23.26 34.17 16.37 20.50 5.03 14.00 32.58 20.80 30.84 39.80
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 0.00
Data as of 05/17/2011, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DNEX (Dionex Corp) -16.10%
Jul 1999 – Jul 2002
-2.46%
Feb 2004 – Feb 2009
2.05%
Dec 1998 – Dec 2008
11.77%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DNEX (Dionex Corp) 47.74%
May 1994 – May 1997
38.93%
Jul 1994 – Jul 1999
23.67%
Oct 1990 – Oct 2000
18.74%
Sep 1990 – Sep 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return