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
DWRI (Design Within Reach Inc) NA 237.61% 99.16% 17.68% -29.67% NA NA
Data as of 08/26/2014, Common starting date is 07/02/2004
More Performance Analytics Comparison
Name Start Date End Date
DWRI (Design Within Reach Inc) 07/02/2004 08/26/2014
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 237.61 99.16 17.68 -29.67 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/26/2014, Common starting date is 07/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DWRI (Design Within Reach Inc) -85.14%
Mar 2007 – Mar 2010
-74.11%
Mar 2005 – Mar 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DWRI (Design Within Reach Inc) 124.98%
Jul 2011 – Jul 2014
0.80%
Jul 2009 – Jul 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return