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
DUCK (Duckwall-Alco Stores, Inc.) NA -25.67% -21.10% -27.07% -5.35% -3.18% NA
Data as of 07/05/2012, Common starting date is 10/27/1994
More Performance Analytics Comparison
Name Start Date End Date
DUCK (Duckwall-Alco Stores, Inc.) 10/27/1994 07/05/2012
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) -8.49 -25.67 -21.10 -27.07 -5.35 -3.18 NA -3.00 -34.41 -17.43 53.80 -69.34 -16.36 70.75 25.91 15.54 43.38 10.61 68.37 -22.94 -42.42 -10.89 4.35 39.02 13.89 0.00
Sharpe Ratio NA -0.58 -0.56 -0.49 -0.14 NA NA -0.14 -0.85 -0.43 0.88 -0.88 -0.71 2.62 0.88 0.54 1.22 0.22 1.16 -0.46 -0.96 -0.31 -1.46 0.81 0.26 -0.14
Standard Deviation(%) NA 44.11 39.69 56.26 46.72 NA NA 41.67 40.29 40.73 61.08 79.51 27.43 25.90 26.99 27.19 35.08 43.87 58.24 58.68 47.48 45.82 34.82 43.67 38.88 26.74
Draw Down(%) NA 31.64 56.68 80.99 81.27 NA NA 16.38 41.54 35.71 36.57 72.41 34.23 15.28 14.41 15.22 16.99 40.78 17.05 42.50 51.38 45.14 26.98 20.97 19.15 5.26
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
Data as of 07/05/2012, Common starting date is 10/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DUCK (Duckwall-Alco Stores, Inc.) -30.82%
Jan 2006 – Jan 2009
-27.01%
May 2007 – May 2012
-6.23%
Jun 1998 – Jun 2008
-3.52%
Dec 1996 – Dec 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DUCK (Duckwall-Alco Stores, Inc.) 41.14%
Mar 2004 – Mar 2007
38.51%
Sep 2001 – Sep 2006
12.26%
Nov 1996 – Nov 2006
4.49%
Apr 1995 – Apr 2010
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return