Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBUAX (EquiTrust Blue Chip A) | NA | 20.95% | 2.44% | 0.63% | NA | NA | NA | … | … |
Data as of 08/25/2011, Common starting date is 12/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBUAX (EquiTrust Blue Chip A) | 12/06/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.95 | 2.44 | 0.63 | NA | NA | NA | … | … | 5.25 | 10.60 | 16.82 | -31.12 | 1.65 | 15.16 | -2.02 |
| Sharpe Ratio | NA | 1.90 | 0.09 | -0.02 | NA | NA | NA | … | … | 0.76 | 0.66 | 0.73 | -0.89 | -0.09 | 1.27 | -3.97 |
| Standard Deviation(%) | NA | 10.98 | 25.11 | 22.01 | NA | NA | NA | … | … | 10.70 | 15.81 | 22.76 | 35.95 | 15.20 | 9.40 | 7.25 |
| Draw Down(%) | NA | 6.29 | 41.63 | 52.91 | NA | NA | NA | … | … | 6.29 | 13.94 | 25.80 | 40.86 | 9.74 | 6.44 | 2.57 |
| Yield(%) | 0.00 | 4.29 | 2.17 | 1.27 | 0.66 | 0.44 | 0.33 | … | … | 1.32 | 2.65 | 1.69 | 1.33 | 0.10 | 0.00 | 0.00 |
Data as of 08/25/2011, Common starting date is 12/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBUAX (EquiTrust Blue Chip A) |
-13.99%
Feb 2006 – Feb 2009 |
0.93%
Jan 2006 – Jan 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBUAX (EquiTrust Blue Chip A) |
3.32%
Jun 2008 – Jun 2011 |
1.82%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart