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
ERSO (Empire Resources, Inc.) NA 44.19% 43.74% 1.97% 16.53% 9.46% NA
Data as of 02/01/2013, Common starting date is 10/04/1996
More Performance Analytics Comparison
Name Start Date End Date
ERSO (Empire Resources, Inc.) 10/04/1996 02/01/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 18.46 44.19 43.74 1.97 16.53 9.46 NA 28.76 9.98 -44.48 277.78 27.78 -70.38 -57.05 3.34 175.16 10.19 198.81 55.56 2.27 -46.01 4.49 4.00 -40.00 -48.77
Sharpe Ratio NA 0.76 0.64 0.02 NA NA NA 28.44 0.18 -0.61 3.14 0.22 -0.71 -0.91 0.00 2.33 0.17 3.14 0.86 0.00 -0.65 0.01 0.01 -0.92 -1.29
Standard Deviation(%) NA 58.21 68.79 100.47 NA NA NA 60.11 57.17 72.81 88.40 127.63 99.75 65.95 104.26 74.35 55.94 63.02 62.97 50.99 77.44 98.03 97.54 103.07 75.67
Draw Down(%) NA 28.38 59.46 93.92 99.39 NA NA 7.50 28.38 59.46 20.73 75.20 79.25 69.76 85.89 51.59 34.58 26.17 26.92 24.37 46.01 63.64 36.00 66.41 55.12
Yield(%) 0.00 10.91 13.79 3.97 16.17 9.06 2.27 0.00 10.71 1.95 12.82 10.25 4.42 1.94 3.44 8.64 5.47 11.03 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/01/2013, Common starting date is 10/04/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ERSO (Empire Resources, Inc.) -71.31%
Mar 2006 – Mar 2009
-33.80%
Apr 2006 – Apr 2011
-8.66%
Mar 1999 – Mar 2009
3.77%
Nov 1996 – Nov 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ERSO (Empire Resources, Inc.) 223.63%
Apr 2003 – Apr 2006
117.63%
Apr 2001 – Apr 2006
27.92%
Apr 1997 – Apr 2007
10.47%
Apr 1997 – Apr 2012
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return