Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBMGX (EquiTrust Managed B ) | NA | 16.09% | 2.93% | 1.20% | 3.39% | 3.68% | NA | … | … |
Data as of 08/25/2011, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBMGX (EquiTrust Managed B ) | 06/20/1996 | 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 | 16.09 | 2.93 | 1.20 | 3.39 | 3.68 | NA | … | … | 2.31 | 12.27 | 14.79 | -22.83 | -0.56 | 9.43 | 3.07 | 7.47 | 22.44 | -3.11 | 6.25 | 17.59 | -5.54 | -13.05 | 6.91 | 7.07 |
| Sharpe Ratio | NA | 1.89 | 0.16 | 0.01 | 0.16 | NA | NA | … | … | 0.43 | 1.01 | 0.91 | -1.00 | -0.38 | 0.98 | 0.13 | 0.88 | 2.32 | -0.31 | 0.38 | 1.42 | -1.05 | -1.83 | -8.63 | 1.94 |
| Standard Deviation(%) | NA | 8.49 | 17.71 | 15.04 | 12.67 | NA | NA | … | … | 8.28 | 12.11 | 16.08 | 23.73 | 9.57 | 6.26 | 7.15 | 7.41 | 9.36 | 13.63 | 10.61 | 9.54 | 8.37 | 8.96 | 5.58 | 5.28 |
| Draw Down(%) | NA | 5.26 | 31.67 | 39.71 | 39.71 | NA | NA | … | … | 5.26 | 10.40 | 17.75 | 32.34 | 7.19 | 5.04 | 5.24 | 5.27 | 7.94 | 17.66 | 9.72 | 7.06 | 8.76 | 21.12 | 6.23 | 2.49 |
| Yield(%) | 0.00 | 0.31 | 0.10 | 2.06 | 1.81 | 2.84 | 2.12 | … | … | 0.09 | 0.20 | 0.00 | 0.00 | 1.58 | 8.78 | 0.84 | 0.62 | 1.08 | 1.86 | 2.30 | 0.00 | 4.21 | 4.13 | 7.45 | 9.58 |
Data as of 08/25/2011, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBMGX (EquiTrust Managed B ) |
-10.07%
Feb 2006 – Feb 2009 |
-4.09%
Feb 2004 – Feb 2009 |
2.21%
Feb 1999 – Feb 2009 |
3.78%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBMGX (EquiTrust Managed B ) |
12.78%
Mar 2003 – Mar 2006 |
11.05%
Feb 2000 – Feb 2005 |
5.48%
Apr 2000 – Apr 2010 |
3.78%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart