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
HGRD (Health Grades Inc) NA 64.79% 11.93% 13.59% 26.03% NA NA
Data as of 10/07/2010, Common starting date is 02/10/1997
More Performance Analytics Comparison
Name Start Date End Date
HGRD (Health Grades Inc) 02/10/1997 10/07/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.00 64.79 11.93 13.59 26.03 NA NA 90.91 108.25 -65.38 32.52 -28.96 117.93 383.33 1,900.00 -57.14 -79.41 -86.40 100.00 -90.83 70.38
Sharpe Ratio NA 1.27 0.17 0.20 NA NA NA 2.50 1.46 -1.04 0.63 -0.55 2.20 4.20 8.37 -0.28 -0.43 -0.55 0.63 -0.67 1.48
Standard Deviation(%) NA 50.84 62.41 59.46 NA NA NA 53.04 74.16 63.63 46.97 58.79 52.53 91.14 227.01 210.96 193.00 164.66 152.84 139.51 52.79
Draw Down(%) NA 21.33 80.26 80.60 97.00 NA NA 21.33 36.64 77.31 33.62 55.88 28.80 41.14 50.00 82.35 95.06 91.72 74.03 93.10 22.93
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/07/2010, Common starting date is 02/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HGRD (Health Grades Inc) -78.38%
Nov 1999 – Nov 2002
-70.59%
Dec 1997 – Dec 2002
-8.03%
Mar 1998 – Mar 2008
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HGRD (Health Grades Inc) 495.02%
Dec 2002 – Dec 2005
188.06%
Dec 2002 – Dec 2007
25.07%
Jul 2000 – Jul 2010
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return