Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDMBX (RiverSource Balanced B) | NA | 15.72% | 0.83% | 2.56% | 1.40% | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDMBX (RiverSource Balanced B) | 06/21/1996 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.72 | 0.83 | 2.56 | 1.40 | NA | NA | … | … | 4.42 | 11.87 | 23.58 | -30.17 | 0.76 | 14.05 | 2.85 | 7.91 | 18.62 | -15.92 | -13.42 | -11.69 | 6.49 | 8.52 | 18.06 | 9.65 |
| Sharpe Ratio | NA | 1.41 | 0.03 | 0.08 | 0.00 | NA | NA | … | … | 1.54 | 0.94 | 1.25 | -1.15 | -0.23 | 1.61 | 0.09 | 1.01 | 1.81 | -1.08 | -0.90 | -1.00 | 0.21 | 0.48 | 1.92 | 2.26 |
| Standard Deviation(%) | NA | 11.13 | 19.91 | 16.73 | 14.11 | NA | NA | … | … | 7.82 | 12.52 | 18.80 | 26.91 | 10.26 | 6.62 | 6.75 | 6.83 | 9.91 | 15.74 | 17.93 | 15.90 | 14.92 | 10.59 | 7.46 | 6.81 |
| Draw Down(%) | NA | 6.16 | 40.91 | 44.80 | 44.80 | NA | NA | … | … | 4.32 | 11.41 | 19.08 | 39.06 | 7.35 | 4.76 | 4.71 | 6.07 | 8.77 | 25.27 | 27.30 | 16.46 | 10.75 | 12.23 | 5.73 | 3.67 |
| Yield(%) | 0.00 | 0.96 | 1.43 | 1.63 | 1.33 | 3.97 | 2.98 | … | … | 0.00 | 1.57 | 1.82 | 1.96 | 1.69 | 1.60 | 1.60 | 0.94 | 1.28 | 1.46 | 1.06 | 1.73 | 8.89 | 13.57 | 15.93 | 8.65 |
Data as of 05/18/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDMBX (RiverSource Balanced B) |
-14.39%
Mar 2000 – Mar 2003 |
-7.61%
Mar 1998 – Mar 2003 |
-4.41%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDMBX (RiverSource Balanced B) |
14.41%
Jul 1996 – Jul 1999 |
10.62%
Sep 2002 – Sep 2007 |
2.97%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart