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
LUCY (Innovative Eyewear, Inc.) NA -50.00% -56.32% -59.78% -44.72% -32.33% NA
Data as of 03/06/2009, Common starting date is 11/03/1993
More Performance Analytics Comparison
Name Start Date End Date
LUCY (Innovative Eyewear, Inc.) 11/03/1993 03/06/2009
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Annualized Return (%) 0.00 -50.00 -56.32 -59.78 -44.72 -32.33 NA 0.00 -50.00 -33.33 0.00 -98.45 81.31 -26.21 -55.38 62.50 -47.51 32.75 135.25 -67.47 -6.25 8.40 5.43 -12.50
Sharpe Ratio NA -0.24 -0.32 -0.35 -0.31 NA NA 0.00 -0.22 -0.26 -0.02 -0.66 0.66 -0.23 -0.37 0.52 -0.50 0.29 1.28 -0.62 -0.11 0.06 0.02 -0.45
Standard Deviation(%) NA 208.31 183.25 175.47 152.11 NA NA NA 229.85 137.76 214.38 152.56 122.41 119.05 151.37 119.03 102.56 100.85 102.72 198.73 91.89 78.85 116.46 131.38
Draw Down(%) NA 50.00 92.31 99.75 99.82 NA NA 0.00 50.00 80.00 76.92 98.45 51.89 50.34 69.54 53.85 70.18 40.50 30.21 77.12 23.63 17.65 14.82 12.50
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/06/2009, Common starting date is 11/03/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LUCY (Innovative Eyewear, Inc.) -81.03%
Sep 2004 – Sep 2007
-62.78%
Jan 2004 – Jan 2009
-44.72%
Feb 1999 – Feb 2009
-32.93%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LUCY (Innovative Eyewear, Inc.) 47.85%
May 1997 – May 2000
9.26%
Aug 1997 – Aug 2002
-3.65%
Sep 1994 – Sep 2004
-32.33%
Dec 1993 – Dec 2008
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return