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
IKN (IKON OFFICE SOLUTIONS INC) NA 32.42% 21.51% 17.07% 8.07% 3.85% 7.40%
Data as of 10/31/2008, Common starting date is 01/03/1983
More Performance Analytics Comparison
Name Start Date End Date
IKN (IKON OFFICE SOLUTIONS INC) 01/03/1983 10/31/2008
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983
Annualized Return (%) 3.48 32.42 21.51 17.07 8.07 3.85 7.40 33.77 -19.51 59.10 -8.49 -1.12 69.42 -37.83 378.25 -60.95 -18.07 -68.79 -8.28 16.05 49.10 18.02 55.98 10.77 9.36 3.61 32.06 47.07 4.97 19.43 38.46 -1.01 11.81
Sharpe Ratio NA 0.61 0.51 0.42 0.11 NA NA 0.78 -0.61 2.76 -0.44 -0.07 1.58 -0.69 5.14 -0.74 -0.29 -0.85 -1.02 0.34 2.29 0.87 2.50 0.36 0.21 -0.07 1.18 1.38 0.02 0.79 1.90 -0.41 0.18
Standard Deviation(%) NA 51.08 37.43 35.63 56.45 NA NA 51.54 37.17 20.29 24.25 29.00 43.60 56.16 75.54 87.88 72.19 85.17 62.21 36.29 19.73 17.24 21.42 22.81 26.98 22.19 22.35 30.47 37.68 19.26 17.48 18.62 31.58
Draw Down(%) NA 50.27 59.63 59.63 84.77 NA NA 47.67 37.07 13.86 24.89 22.67 26.57 54.70 29.15 73.67 65.11 85.33 54.08 38.10 8.34 16.80 16.07 19.78 17.23 24.86 11.40 16.42 41.19 15.46 15.00 19.30 23.17
Yield(%) 0.00 1.21 1.60 1.90 1.65 2.71 4.78 0.94 0.97 1.51 1.41 1.32 2.21 1.37 6.40 2.34 1.75 0.59 25.74 1.58 1.12 1.26 1.82 1.86 1.97 1.81 2.17 2.62 1.26 1.38 1.71 1.56 1.56
Data as of 10/31/2008, Common starting date is 01/03/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IKN (IKON OFFICE SOLUTIONS INC) -53.61%
Dec 1997 – Dec 2000
-36.13%
Dec 1995 – Dec 2000
-12.12%
Feb 1998 – Feb 2008
-1.55%
Mar 1993 – Mar 2008
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IKN (IKON OFFICE SOLUTIONS INC) 71.42%
Dec 2000 – Dec 2003
37.33%
Jan 1992 – Jan 1997
26.25%
Jan 1987 – Jan 1997
21.81%
Mar 1983 – Mar 1998
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return