Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISIBX (RiverSource Small Company Index B) | NA | 31.55% | 6.36% | 2.89% | 6.28% | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 10/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISIBX (RiverSource Small Company Index B) | 10/18/1996 | 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 | 31.55 | 6.36 | 2.89 | 6.28 | NA | NA | … | … | 3.47 | 25.79 | 24.62 | -31.42 | -1.66 | 13.51 | 5.97 | 20.53 | 36.78 | -16.17 | 4.69 | 9.80 | 11.63 | -3.97 | 21.01 | 6.37 |
| Sharpe Ratio | NA | 1.59 | 0.18 | 0.06 | 0.19 | NA | NA | … | … | 0.42 | 1.08 | 0.71 | -0.74 | -0.25 | 0.64 | 0.24 | 1.18 | 2.06 | -0.70 | 0.11 | 0.22 | 0.63 | -0.34 | -2.46 | 3.16 |
| Standard Deviation(%) | NA | 19.76 | 34.83 | 29.96 | 25.27 | NA | NA | … | … | 16.73 | 23.86 | 34.74 | 43.83 | 19.13 | 15.97 | 15.84 | 16.54 | 17.50 | 24.50 | 22.83 | 26.55 | 13.34 | 21.40 | 13.85 | 10.46 |
| Draw Down(%) | NA | 10.37 | 53.56 | 58.60 | 58.60 | NA | NA | … | … | 6.08 | 18.62 | 33.46 | 48.23 | 14.25 | 13.92 | 10.69 | 11.19 | 14.62 | 34.04 | 23.88 | 17.34 | 13.82 | 38.49 | 9.89 | 3.07 |
| Yield(%) | 0.00 | 0.00 | 7.76 | 9.95 | 8.88 | 8.99 | 6.74 | … | … | 0.00 | 1.30 | 0.00 | 21.02 | 22.14 | 15.98 | 9.11 | 7.33 | 0.00 | 0.00 | 4.76 | 13.94 | 6.31 | 3.65 | 1.77 | 0.40 |
Data as of 07/01/2011, Common starting date is 10/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISIBX (RiverSource Small Company Index B) |
-18.13%
Feb 2006 – Feb 2009 |
-6.39%
Feb 2004 – Feb 2009 |
2.13%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISIBX (RiverSource Small Company Index B) |
27.84%
Mar 2003 – Mar 2006 |
16.89%
Sep 2002 – Sep 2007 |
10.53%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart