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
HPOL (Harris Interactive Inc) NA 54.96% 23.80% 29.38% -12.97% NA NA
Data as of 02/03/2014, Common starting date is 12/09/1999
More Performance Analytics Comparison
Name Start Date End Date
HPOL (Harris Interactive Inc) 12/09/1999 02/03/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 0.00 54.96 23.80 29.38 -12.97 NA NA 1.50 66.67 106.90 -52.46 2.52 83.08 -84.74 -15.48 16.94 -45.44 -4.82 181.36 1.72 -21.41 -71.75 -22.63
Sharpe Ratio NA 1.51 0.30 0.36 -0.18 NA NA 1.79 1.56 1.57 -0.48 0.04 0.79 -0.96 -0.37 0.33 -0.92 -0.15 2.80 0.01 -0.24 -0.59 -1.28
Standard Deviation(%) NA 39.71 75.26 81.39 76.47 NA NA 10.40 42.66 68.71 109.05 63.79 104.75 89.08 49.86 41.11 51.93 38.71 64.59 69.96 100.87 128.41 80.19
Draw Down(%) NA 16.44 74.36 79.87 97.98 NA NA 1.49 16.44 23.57 77.94 51.68 72.31 86.62 38.46 31.13 53.65 39.94 30.39 46.84 70.54 85.41 29.86
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 0.00 0.00
Data as of 02/03/2014, Common starting date is 12/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HPOL (Harris Interactive Inc) -64.57%
Mar 2006 – Mar 2009
-50.40%
Mar 2004 – Mar 2009
-21.53%
Jan 2000 – Jan 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HPOL (Harris Interactive Inc) 74.57%
Mar 2009 – Mar 2012
32.34%
Jan 2009 – Jan 2014
-4.44%
Sep 2002 – Sep 2012
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return