Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GEREX (GE Investments Funds Real Estate Secs 4 ) NA 2.17% 12.62% NA NA NA NA
Data as of 03/26/2013, Common starting date is 05/05/2008
More Performance Analytics Comparison
Name Start Date End Date
GEREX (GE Investments Funds Real Estate Secs 4 ) 05/05/2008 03/26/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008
Annualized Return (%) -1.99 2.17 12.62 NA NA NA NA -1.99 14.34 9.49 28.32 29.98 -46.71
Sharpe Ratio NA 0.21 0.53 NA NA NA NA -2.03 1.24 0.31 1.03 0.45 -0.70
Standard Deviation(%) NA 9.90 23.78 NA NA NA NA 4.16 11.62 30.04 27.32 66.00 88.52
Draw Down(%) NA 8.56 23.02 NA NA NA NA 1.99 8.56 23.02 16.47 39.72 63.78
Yield(%) 0.00 0.00 0.80 0.37 0.18 0.12 0.09 0.00 0.00 0.94 1.45 0.00 0.00
Data as of 03/26/2013, Common starting date is 05/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GEREX (GE Investments Funds Real Estate Secs 4 ) -2.72%
Sep 2008 – Sep 2011
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GEREX (GE Investments Funds Real Estate Secs 4 ) 41.98%
Mar 2009 – Mar 2012
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return