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
EDS (Exceed Company Ltd) NA -2.94% -4.93% -24.67% -21.45% -20.47% -14.20%
Data as of 06/08/2015, Common starting date is 10/19/1984
More Performance Analytics Comparison
Name Start Date End Date
EDS (Exceed Company Ltd) 10/19/1984 06/08/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984
Annualized Return (%) 0.00 -2.94 -4.93 -24.67 -21.45 -20.47 -14.20 7.14 -6.67 24.06 -72.86 -40.68 -2.82 17.24 -64.79 -24.14 15.50 5.06 -3.82 37.38 -72.57 19.83 -12.82 34.82 15.94 3.14 -15.86 37.10 33.08 -9.91 -47.24 64.15 -28.74 22.31 17.07 55.30 -39.01 -3.45 5.98
Sharpe Ratio NA -0.10 -0.10 -0.40 -0.36 NA NA 1.16 -0.26 0.43 -0.72 -0.66 -0.07 0.52 -0.52 -1.13 0.67 0.13 -0.18 0.89 -0.72 0.50 -0.30 0.77 0.32 -0.01 -0.53 1.65 1.17 -0.37 -0.66 2.22 -0.45 1.06 0.50 1.09 -1.21 -0.11 0.42
Standard Deviation(%) NA 24.21 47.36 61.48 61.32 NA NA 15.03 25.26 56.00 101.83 62.04 39.36 32.89 125.18 24.02 18.24 22.26 27.11 41.12 102.14 35.42 56.00 40.81 39.47 46.33 35.92 20.15 25.77 32.48 74.97 27.13 75.35 15.61 24.45 46.59 35.66 76.44 69.20
Draw Down(%) NA 15.91 53.19 87.95 96.27 NA NA 4.98 15.34 29.03 76.30 66.35 39.71 30.44 73.56 34.78 19.07 18.72 36.37 30.03 83.41 20.06 47.76 26.67 37.33 33.64 34.71 6.78 10.70 25.79 60.56 15.06 50.89 8.43 15.13 38.61 49.57 58.16 30.51
Yield(%) 0.00 0.00 0.00 0.00 0.34 0.37 0.73 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.75 0.73 0.83 0.87 1.63 3.16 0.89 1.08 0.92 1.22 1.36 1.42 1.13 1.35 1.66 1.25 0.59 0.85 0.51 0.55 0.44 0.53 0.25 0.10 0.03
Data as of 06/08/2015, Common starting date is 10/19/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDS (Exceed Company Ltd) -49.90%
Mar 2010 – Mar 2013
-45.99%
Jun 2008 – Jun 2013
-26.43%
Aug 2002 – Aug 2012
-21.63%
Jan 2000 – Jan 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDS (Exceed Company Ltd) 30.52%
Dec 1986 – Dec 1989
21.07%
Dec 1986 – Dec 1991
9.70%
Apr 1990 – Apr 2000
8.05%
Dec 1986 – Dec 2001
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return