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
JOYG (Joy Global Inc) NA 12.24% 70.79% 16.51% 29.35% NA NA … …
Data as of 12/05/2011, Common starting date is 06/15/2001
More Performance Analytics Comparison
Name Start Date End Date
JOYG (Joy Global Inc) 06/15/2001 12/05/2011
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
Annualized Return (%) 6.02 12.24 70.79 16.51 29.35 NA NA … … 4.15 69.35 130.76 -64.69 37.82 22.08 108.70 66.87 132.44 -32.98 3.38
Sharpe Ratio NA 0.29 1.26 0.24 0.49 NA NA … … 0.09 1.56 1.94 -0.73 0.80 0.34 2.48 1.83 3.61 -0.67 0.12
Standard Deviation(%) NA 47.54 56.00 64.24 56.98 NA NA … … 48.35 44.36 67.47 90.27 43.75 55.84 42.91 36.02 36.52 50.63 38.91
Draw Down(%) NA 40.67 42.12 82.71 82.71 NA NA … … 40.67 28.16 42.12 82.71 33.32 54.03 20.92 19.01 20.80 56.46 28.05
Yield(%) 0.21 0.87 3.74 1.50 2.57 1.77 1.33 … … 0.79 1.25 2.79 1.01 1.32 1.12 0.71 0.57 0.19 0.00 0.00
Data as of 12/05/2011, Common starting date is 06/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JOYG (Joy Global Inc) -29.43%
Feb 2006 – Feb 2009 		8.38%
Feb 2004 – Feb 2009 		26.27%
Sep 2001 – Sep 2011 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JOYG (Joy Global Inc) 132.70%
Mar 2003 – Mar 2006 		72.28%
Feb 2003 – Feb 2008 		30.61%
Nov 2001 – Nov 2011 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return