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
ENGEF (Engel General Developers Ltd) NA -80.39% -74.46% -45.07% -23.16% NA NA
Data as of 09/25/2009, Common starting date is 06/08/1998
More Performance Analytics Comparison
Name Start Date End Date
ENGEF (Engel General Developers Ltd) 06/08/1998 09/25/2009
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -80.39 -74.46 -45.07 -23.16 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 4.06 1.00 0.75
Data as of 09/25/2009, Common starting date is 06/08/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENGEF (Engel General Developers Ltd) -74.46%
Aug 2006 – Aug 2009
-47.47%
Mar 2004 – Mar 2009
-25.67%
May 1999 – May 2009
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENGEF (Engel General Developers Ltd) 89.84%
Apr 2004 – Apr 2007
30.77%
Jul 2002 – Jul 2007
-13.63%
Feb 1999 – Feb 2009
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return