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
LGTY (Logility Supply Chain Solutions, Inc.) NA 10.83% -2.93% 13.64% 3.93% NA NA
Data as of 07/17/2009, Common starting date is 10/08/1997
More Performance Analytics Comparison
Name Start Date End Date
LGTY (Logility Supply Chain Solutions, Inc.) 10/08/1997 07/17/2009
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 10.83 -2.93 13.64 3.93 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 5.33 1.47 2.15 0.86 0.17 0.13
Data as of 07/17/2009, Common starting date is 10/08/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGTY (Logility Supply Chain Solutions, Inc.) -49.46%
Nov 1997 – Nov 2000
-27.33%
Nov 1997 – Nov 2002
-4.12%
Apr 1998 – Apr 2008
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGTY (Logility Supply Chain Solutions, Inc.) 50.17%
Dec 2002 – Dec 2005
44.68%
Dec 2000 – Dec 2005
9.29%
Sep 1998 – Sep 2008
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return