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
MEDX (Horizon Kinetics Medical ETF) NA 130.50% 15.82% 20.71% 14.97% 13.64% NA
Data as of 09/10/2009, Common starting date is 06/21/1991
More Performance Analytics Comparison
Name Start Date End Date
MEDX (Horizon Kinetics Medical ETF) 06/21/1991 09/10/2009
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 1992 1991
Annualized Return (%) 0.00 130.50 15.82 20.71 14.97 13.64 NA 187.10 -46.45 -29.55 6.79 28.48 73.03 57.72 -78.01 -55.93 118.79 1,128.64 -42.86 -25.00 -1.69 150.56 -62.60 -3.13 -39.62 116.15
Sharpe Ratio NA 1.52 0.22 0.31 0.15 NA NA 3.68 -0.62 -0.67 0.09 0.58 1.30 0.85 -0.96 -0.59 0.77 11.29 -0.58 -1.17 -0.07 1.74 -0.86 -0.07 -0.53 4.18
Standard Deviation(%) NA 86.00 66.02 59.61 86.40 NA NA 98.06 76.15 48.85 40.96 45.67 55.39 66.76 82.28 100.06 148.54 99.69 79.12 68.45 69.91 84.29 75.80 72.90 78.99 78.32
Draw Down(%) NA 56.00 80.95 80.95 97.23 NA NA 44.91 58.92 42.63 43.92 37.94 56.61 38.27 85.16 70.70 81.63 30.10 62.45 55.20 48.96 28.27 66.97 50.62 67.16 38.71
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 0.00 0.00
Data as of 09/10/2009, Common starting date is 06/21/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEDX (Horizon Kinetics Medical ETF) -67.50%
Feb 2000 – Feb 2003
-36.39%
Feb 2000 – Feb 2005
-3.09%
Jan 1993 – Jan 2003
1.57%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEDX (Horizon Kinetics Medical ETF) 185.66%
Aug 1997 – Aug 2000
111.03%
Feb 1995 – Feb 2000
22.33%
Dec 1994 – Dec 2004
13.43%
Aug 1994 – Aug 2009
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return