Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVGAX (EquiTrust Value Growth A) | NA | 25.65% | 3.40% | 2.22% | 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 |
|---|---|---|
| FVGAX (EquiTrust Value Growth 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 | 25.65 | 3.40 | 2.22 | NA | NA | NA | … | … | 5.14 | 13.76 | 25.31 | -32.07 | 2.55 | 10.72 | -0.36 |
| Sharpe Ratio | NA | 2.19 | 0.13 | 0.05 | NA | NA | NA | … | … | 0.70 | 0.81 | 1.05 | -0.93 | -0.03 | 0.87 | -1.67 |
| Standard Deviation(%) | NA | 11.71 | 26.00 | 22.21 | NA | NA | NA | … | … | 11.33 | 16.78 | 24.09 | 35.29 | 13.94 | 8.62 | 4.76 |
| Draw Down(%) | NA | 6.14 | 43.69 | 50.98 | NA | NA | NA | … | … | 6.14 | 15.06 | 24.84 | 42.93 | 8.79 | 7.68 | 1.22 |
| Yield(%) | 0.00 | 0.52 | 0.62 | 0.73 | 0.37 | 0.25 | 0.19 | … | … | 0.00 | 0.49 | 0.77 | 0.78 | 1.67 | 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 |
|---|---|---|---|---|
| FVGAX (EquiTrust Value Growth A) |
-14.09%
Feb 2006 – Feb 2009 |
1.70%
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 |
|---|---|---|---|---|
| FVGAX (EquiTrust Value Growth A) |
3.70%
Jun 2008 – Jun 2011 |
2.88%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart