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
MAXC (MaxCyte Inc) NA 83.33% 181.37% 33.80% 22.42% 7.77% 4.96%
Data as of 07/28/2014, Common starting date is 02/27/1992
More Performance Analytics Comparison
Name Start Date End Date
MAXC (MaxCyte Inc) 02/27/1992 07/28/2014
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 83.33 181.37 33.80 22.42 7.77 4.96
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(%) 0.00 33.33 14.57 16.07 4.36 2.80
Data as of 07/28/2014, Common starting date is 02/27/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAXC (MaxCyte Inc) -55.75%
Dec 2008 – Dec 2011
-44.11%
Nov 2006 – Nov 2011
-23.35%
Dec 2001 – Dec 2011
-18.76%
Dec 1997 – Dec 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAXC (MaxCyte Inc) 163.16%
Jun 2011 – Jun 2014
29.06%
Jan 2009 – Jan 2014
21.41%
Nov 2003 – Nov 2013
8.17%
Mar 1999 – Mar 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return