Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMUBX (Mutual Shares B) | NA | 21.69% | 10.62% | 2.89% | 5.84% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 09/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMUBX (Mutual Shares B) | 09/29/1999 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.69 | 10.62 | 2.89 | 5.84 | NA | NA | … | … | 9.32 | 13.98 | -2.45 | 10.66 | 26.94 | -38.54 | 2.32 | 17.18 | 9.32 | 12.70 | 25.41 | -11.81 | 5.26 | 12.58 | 8.93 |
| Sharpe Ratio | NA | 2.46 | 0.75 | 0.14 | 0.31 | NA | NA | … | … | 3.52 | 1.33 | -0.13 | 0.75 | 1.32 | -1.31 | -0.06 | 1.82 | 1.30 | 1.91 | 3.87 | -1.12 | 0.23 | 0.65 | 3.54 |
| Standard Deviation(%) | NA | 8.80 | 14.27 | 19.95 | 15.43 | NA | NA | … | … | 6.30 | 10.57 | 19.76 | 14.02 | 20.36 | 30.04 | 11.32 | 7.68 | 5.52 | 6.16 | 6.39 | 11.49 | 13.16 | 13.15 | 10.15 |
| Draw Down(%) | NA | 5.93 | 19.94 | 46.24 | 54.31 | NA | NA | … | … | 2.47 | 9.64 | 19.94 | 12.88 | 22.68 | 46.82 | 10.22 | 7.53 | 3.88 | 5.51 | 6.94 | 20.79 | 15.90 | 8.33 | 4.04 |
| Yield(%) | 0.00 | 0.74 | 1.26 | 1.06 | 3.57 | 4.28 | 3.21 | … | … | 0.00 | 0.75 | 0.84 | 2.02 | 1.58 | 0.98 | 5.26 | 8.22 | 5.61 | 3.00 | 1.02 | 1.95 | 7.59 | 15.20 | 7.37 |
Data as of 06/12/2013, Common starting date is 09/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUBX (Mutual Shares B) |
-14.91%
Feb 2006 – Feb 2009 |
-5.41%
Feb 2004 – Feb 2009 |
2.68%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUBX (Mutual Shares B) |
19.58%
Feb 2009 – Feb 2012 |
14.41%
Oct 2002 – Oct 2007 |
7.14%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart