Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBBLX (EquiTrust Blue Chip B) | NA | 20.84% | 1.15% | -0.02% | 0.80% | 3.61% | NA | … | … |
Data as of 08/25/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBBLX (EquiTrust Blue Chip B) | 06/21/1996 | 08/25/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.84 | 1.15 | -0.02 | 0.80 | 3.61 | NA | … | … | 5.45 | 9.84 | 15.14 | -32.52 | 1.51 | 15.91 | 1.07 | 5.28 | 24.46 | -19.45 | -12.64 | -9.67 | 19.64 | 17.10 | 24.42 | 8.71 |
| Sharpe Ratio | NA | 1.91 | 0.04 | -0.05 | -0.03 | NA | NA | … | … | 0.80 | 0.62 | 0.66 | -0.93 | -0.10 | 1.36 | -0.11 | 0.42 | 1.42 | -0.85 | -0.72 | -0.70 | 1.04 | 0.77 | -2.08 | 1.20 |
| Standard Deviation(%) | NA | 10.88 | 25.05 | 21.97 | 19.34 | NA | NA | … | … | 10.58 | 15.81 | 22.78 | 35.81 | 15.30 | 9.30 | 9.80 | 10.34 | 16.69 | 24.05 | 20.95 | 19.66 | 15.79 | 17.94 | 14.75 | 11.35 |
| Draw Down(%) | NA | 6.39 | 42.76 | 53.87 | 53.87 | NA | NA | … | … | 6.39 | 14.02 | 25.85 | 41.03 | 9.69 | 6.47 | 6.84 | 7.96 | 13.94 | 30.61 | 27.76 | 13.60 | 10.59 | 18.68 | 8.52 | 6.20 |
| Yield(%) | 0.00 | 2.21 | 0.63 | 0.50 | 0.53 | 1.16 | 0.87 | … | … | 0.00 | 2.09 | 0.00 | 0.00 | 0.00 | 0.71 | 0.83 | 0.97 | 0.57 | 0.40 | 0.10 | 1.83 | 1.51 | 1.72 | 0.00 | 1.62 |
Data as of 08/25/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBLX (EquiTrust Blue Chip B) |
-14.74%
Mar 2000 – Mar 2003 |
-7.76%
Feb 2004 – Feb 2009 |
-4.41%
Feb 1999 – Feb 2009 |
3.82%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBLX (EquiTrust Blue Chip B) |
22.52%
Jul 1996 – Jul 1999 |
12.93%
Sep 2002 – Sep 2007 |
5.68%
Aug 1996 – Aug 2006 |
3.82%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart