Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISHOX (RiverSource Sh Dur US Govt B) | NA | 1.26% | 2.01% | 2.69% | 2.23% | 3.18% | NA | … | … |
Data as of 07/01/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISHOX (RiverSource Sh Dur US Govt B) | 06/21/1996 | 07/01/2011 |
| 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 | 1.26 | 2.01 | 2.69 | 2.23 | 3.18 | NA | … | … | 0.34 | 2.73 | 5.23 | -2.22 | 4.44 | 3.21 | 0.57 | -0.41 | 0.20 | 5.28 | 5.97 | 5.22 | 0.49 | 6.01 | 7.13 | 4.87 |
| Sharpe Ratio | NA | 0.80 | 0.90 | 0.72 | 0.42 | NA | NA | … | … | 0.40 | 1.83 | 2.36 | -1.12 | 0.65 | -0.04 | -0.92 | -0.68 | -0.23 | 1.68 | 1.23 | 0.39 | -0.71 | 0.74 | -16.15 | 1.76 |
| Standard Deviation(%) | NA | 1.49 | 2.05 | 2.13 | 2.16 | NA | NA | … | … | 1.56 | 1.44 | 2.18 | 2.80 | 2.18 | 2.05 | 1.73 | 1.99 | 2.12 | 2.49 | 3.01 | 3.00 | 3.85 | 3.63 | 2.97 | 3.38 |
| Draw Down(%) | NA | 1.10 | 2.92 | 3.91 | 3.91 | NA | NA | … | … | 0.63 | 0.75 | 0.86 | 3.91 | 0.63 | 0.85 | 0.92 | 2.44 | 1.61 | 1.24 | 1.95 | 2.25 | 3.54 | 2.68 | 0.98 | 0.81 |
| Yield(%) | 0.00 | 0.63 | 1.42 | 2.17 | 2.16 | 3.26 | 2.48 | … | … | 0.13 | 0.81 | 2.11 | 2.63 | 3.29 | 3.14 | 2.02 | 1.23 | 1.42 | 2.93 | 3.95 | 5.41 | 6.01 | 6.23 | 5.31 | 3.36 |
Data as of 07/01/2011, 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 |
|---|---|---|---|---|
| ISHOX (RiverSource Sh Dur US Govt B) |
-0.06%
May 2003 – May 2006 |
1.04%
Jan 2004 – Jan 2009 |
2.14%
Jan 1999 – Jan 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHOX (RiverSource Sh Dur US Govt B) |
6.19%
May 2000 – May 2003 |
5.45%
Sep 1996 – Sep 2001 |
3.57%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart