Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBYBX (EquiTrust Strategic Yield B) | NA | 5.45% | 4.38% | 2.17% | 3.73% | 4.59% | NA | … | … |
Data as of 08/25/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBYBX (EquiTrust Strategic Yield 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 | 5.45 | 4.38 | 2.17 | 3.73 | 4.59 | NA | … | … | 5.25 | 7.32 | 15.54 | -18.68 | 0.40 | 6.17 | 1.95 | 7.76 | 10.26 | 5.02 | 8.57 | 5.52 | -2.32 | 3.82 | 10.93 | 7.97 |
| Sharpe Ratio | NA | 0.91 | 0.67 | 0.20 | 0.53 | NA | NA | … | … | 1.29 | 1.57 | 2.31 | -3.04 | -0.88 | 1.07 | -0.09 | 2.08 | 2.27 | 1.05 | 1.39 | 0.42 | -1.63 | 0.11 | -13.43 | 2.80 |
| Standard Deviation(%) | NA | 5.94 | 6.41 | 5.44 | 4.61 | NA | NA | … | … | 6.31 | 4.61 | 6.70 | 6.43 | 3.00 | 2.69 | 2.63 | 3.27 | 4.22 | 3.75 | 4.57 | 3.52 | 3.41 | 4.39 | 3.28 | 4.35 |
| Draw Down(%) | NA | 3.29 | 19.27 | 25.43 | 25.43 | NA | NA | … | … | 3.29 | 2.37 | 8.01 | 21.16 | 2.18 | 1.14 | 2.48 | 3.15 | 3.72 | 4.86 | 3.64 | 1.65 | 4.35 | 2.95 | 1.60 | 1.26 |
| Yield(%) | 0.00 | 3.23 | 1.16 | 1.94 | 3.60 | 4.59 | 3.54 | … | … | 1.90 | 1.44 | 0.00 | 0.00 | 4.18 | 4.92 | 4.90 | 4.78 | 5.98 | 5.34 | 6.89 | 6.78 | 6.21 | 6.53 | 6.79 | 5.47 |
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 |
|---|---|---|---|---|
| FBYBX (EquiTrust Strategic Yield B) |
-6.90%
Mar 2006 – Mar 2009 |
-2.86%
Mar 2004 – Mar 2009 |
1.52%
Mar 1999 – Mar 2009 |
4.63%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBYBX (EquiTrust Strategic Yield B) |
8.16%
Nov 2000 – Nov 2003 |
7.43%
Feb 2000 – Feb 2005 |
5.84%
Aug 1996 – Aug 2006 |
4.63%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart