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
IN (Intermec Inc) NA 61.29% -6.57% -12.63% -3.75% -3.26% NA
Data as of 09/30/2013, Common starting date is 10/22/1997
More Performance Analytics Comparison
Name Start Date End Date
IN (Intermec Inc) 10/22/1997 09/30/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.00 61.29 -6.57 -12.63 -3.75 -3.26 NA 1.42 43.73 -45.81 -1.56 -3.16 -34.61 -16.32 -28.20 33.65 10.20 282.50 3.45 60.22 -72.15 -28.30 10.28 -16.25
Sharpe Ratio NA 2.55 -0.12 -0.21 -0.07 NA NA 0.46 0.84 -0.82 -0.04 -0.07 -0.55 -0.49 -0.70 0.62 0.18 5.18 0.03 0.63 -0.87 -0.69 0.15 -1.79
Standard Deviation(%) NA 23.91 53.39 60.69 66.93 NA NA 4.08 52.75 56.14 39.91 47.17 64.15 39.70 45.44 50.57 50.94 54.37 73.93 94.43 87.67 45.96 47.51 35.87
Draw Down(%) NA 9.22 61.09 74.29 86.64 NA NA 1.81 42.22 53.70 37.16 38.66 61.20 32.07 44.44 32.78 47.89 31.34 46.05 53.78 79.44 36.84 46.57 26.13
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 0.00
Data as of 09/30/2013, Common starting date is 10/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IN (Intermec Inc) -48.37%
Apr 1998 – Apr 2001
-25.15%
Jul 2007 – Jul 2012
-4.69%
Aug 2003 – Aug 2013
-5.57%
Apr 1998 – Apr 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IN (Intermec Inc) 93.34%
Mar 2001 – Mar 2004
59.13%
Mar 2001 – Mar 2006
13.69%
Mar 2001 – Mar 2011
-3.15%
Aug 1998 – Aug 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return