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
DSCP (Datascope Corp) NA 55.86% 15.66% 12.39% 10.30% 10.59% NA
Data as of 02/06/2009, Common starting date is 03/26/1990
More Performance Analytics Comparison
Name Start Date End Date
DSCP (Datascope Corp) 03/26/1990 02/06/2009
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990
Annualized Return (%) 0.00 55.86 15.66 12.39 10.30 10.59 NA 1.40 44.96 3.73 14.50 -13.57 17.46 46.28 -26.36 -0.44 -13.89 74.30 -11.12 29.36 -16.66 41.13 21.47 -45.11 -31.07 246.92 37.63
Sharpe Ratio NA 1.60 0.42 0.31 0.21 NA NA 3.09 1.21 0.02 0.41 -0.41 0.49 1.38 -0.65 -0.06 -0.36 1.55 -0.31 0.61 -0.44 0.84 0.41 -0.75 -0.67 5.81 0.95
Standard Deviation(%) NA 34.43 32.17 33.50 38.55 NA NA 4.83 36.12 33.03 27.79 38.12 33.73 33.01 42.45 47.28 50.50 45.96 46.94 42.21 45.65 44.15 45.30 62.46 49.97 41.53 48.73
Draw Down(%) NA 15.42 27.90 35.20 52.57 NA NA 0.72 15.42 23.67 27.90 31.19 18.77 14.67 35.55 30.38 24.13 17.09 43.98 26.05 38.68 23.96 23.86 52.87 54.05 17.34 23.01
Yield(%) 0.00 0.88 2.69 3.69 3.05 3.45 1.61 0.00 1.11 3.63 3.96 3.28 6.14 1.39 0.59 0.58 0.42 0.20 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/06/2009, 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
DSCP (Datascope Corp) -22.83%
Dec 1991 – Dec 1994
-11.58%
Dec 1991 – Dec 1996
-1.34%
Nov 1992 – Nov 2002
1.01%
Dec 1991 – Dec 2006
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DSCP (Datascope Corp) 28.41%
Oct 1996 – Oct 1999
23.55%
Oct 1990 – Oct 1995
17.73%
Jul 1990 – Jul 2000
11.33%
Jul 1990 – Jul 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return