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
ESC (Emeritus Corp) NA -99.95% -91.37% -77.80% -49.57% -35.39% NA
Data as of 11/11/2014, Common starting date is 11/22/1995
More Performance Analytics Comparison
Name Start Date End Date
ESC (Emeritus Corp) 11/22/1995 11/11/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) 0.00 -99.95 -91.37 -77.80 -49.57 -35.39 NA 54.69 -12.50 41.18 -11.16 5.12 86.94 -60.12 1.21 18.62 62.40 57.13 52.32 155.45 46.53 -77.85 -38.45 -17.18 -5.56 16.18 -23.20
Sharpe Ratio NA 1.17 0.47 0.54 0.31 NA NA 2.49 -0.36 1.11 -0.23 0.10 1.08 -0.70 -0.04 0.47 1.99 1.19 0.95 1.83 0.37 -0.95 -0.86 -0.50 -1.66 0.27 -2.90
Standard Deviation(%) NA 37.83 40.98 43.48 52.26 NA NA 45.03 35.12 37.51 47.86 48.92 80.06 87.22 44.56 32.83 30.26 47.05 54.33 84.12 122.28 85.93 48.67 40.94 36.47 46.64 33.29
Draw Down(%) NA 30.13 39.76 47.34 87.56 NA NA 9.60 39.76 25.87 47.34 36.58 56.70 81.02 46.47 33.25 21.07 40.62 40.48 67.43 54.29 84.00 66.16 36.15 26.95 52.04 23.20
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 0.00
Data as of 11/11/2014, Common starting date is 11/22/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESC (Emeritus Corp) -91.73%
Oct 2011 – Oct 2014
-77.83%
Oct 2009 – Oct 2014
-49.70%
Oct 2004 – Oct 2014
-35.68%
Oct 1999 – Oct 2014
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESC (Emeritus Corp) 102.65%
Mar 2001 – Mar 2004
88.82%
Mar 2001 – Mar 2006
39.69%
Mar 2001 – Mar 2011
9.57%
Jul 1999 – Jul 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return