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
KSLAX (Kelmoore Str:Liberty;A) NA -14.52% -2.14% 57.02% NA NA NA
Data as of 11/12/2008, Common starting date is 04/23/2001
More Performance Analytics Comparison
Name Start Date End Date
KSLAX (Kelmoore Str:Liberty;A) 04/23/2001 11/12/2008
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
Annualized Return (%) 0.00 -14.52 -2.14 57.02 NA NA NA -15.85 1.90 9.60 885.87 1.84 19.91 -22.58 -3.09
Sharpe Ratio NA -0.69 -0.31 1.46 NA NA NA -0.83 -0.09 0.87 3.83 0.09 1.40 -0.77 -0.32
Standard Deviation(%) NA 22.63 14.95 37.52 NA NA NA 22.85 12.53 7.28 230.63 9.71 13.68 30.64 20.09
Draw Down(%) NA 22.04 23.65 23.65 NA NA NA 19.80 8.59 5.67 7.03 9.46 10.06 39.30 25.01
Yield(%) 0.00 6.36 8.51 57.64 21.65 14.43 10.83 4.82 10.02 10.81 73.16 7.74 10.05 7.27 8.19
Data as of 11/12/2008, Common starting date is 04/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KSLAX (Kelmoore Str:Liberty;A) -4.59%
Jul 2001 – Jul 2004
55.48%
May 2001 – May 2006
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KSLAX (Kelmoore Str:Liberty;A) 141.86%
Sep 2002 – Sep 2005
75.03%
Sep 2002 – Sep 2007
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return