Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMNAX (EquiTrust Managed A ) | NA | 16.40% | 4.11% | 0.29% | NA | NA | NA | … | … |
Data as of 08/25/2011, Common starting date is 12/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMNAX (EquiTrust Managed A ) | 12/05/2005 | 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 | 16.40 | 4.11 | 0.29 | NA | NA | NA | … | … | 2.36 | 13.46 | 16.49 | -21.56 | -0.76 | 0.59 | -0.07 |
| Sharpe Ratio | NA | 1.16 | 0.21 | -0.05 | NA | NA | NA | … | … | 0.43 | 0.81 | 1.02 | -0.94 | -0.39 | -0.25 | -0.92 |
| Standard Deviation(%) | NA | 14.10 | 18.81 | 16.26 | NA | NA | NA | … | … | 8.35 | 16.52 | 16.06 | 23.77 | 9.78 | 10.76 | 3.96 |
| Draw Down(%) | NA | 7.23 | 30.99 | 40.00 | NA | NA | NA | … | … | 5.19 | 11.95 | 17.65 | 31.79 | 6.77 | 8.54 | 0.98 |
| Yield(%) | 0.00 | 0.62 | 1.11 | 0.99 | 0.52 | 0.34 | 0.26 | … | … | 0.21 | 1.13 | 1.52 | 1.42 | 1.39 | 0.00 | 0.00 |
Data as of 08/25/2011, Common starting date is 12/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMNAX (EquiTrust Managed A ) |
-12.15%
Feb 2006 – Feb 2009 |
0.29%
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 |
|---|---|---|---|---|
| FMNAX (EquiTrust Managed A ) |
4.11%
Jul 2008 – Jul 2011 |
0.87%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart