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
MNBT (Mountain National Bancshares Inc) NA -15.50% -77.58% -73.53% NA NA NA
Data as of 02/20/2015, Common starting date is 03/02/2006
More Performance Analytics Comparison
Name Start Date End Date
MNBT (Mountain National Bancshares Inc) 03/02/2006 02/20/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.00 -15.50 -77.58 -73.53 NA NA NA -15.50 0.00 -96.15 -48.00 -87.50 -50.00 -50.62 -26.00 -10.27 5.96
Sharpe Ratio NA -0.05 -0.27 -0.31 NA NA NA -1.55 0.00 -0.38 -0.18 -0.56 -1.05 -1.20 -0.98 -0.61 0.27
Standard Deviation(%) NA 342.13 290.36 237.17 NA NA NA 45.87 340.36 254.97 272.07 157.46 47.77 42.18 27.26 21.81 14.30
Draw Down(%) NA 80.00 99.21 99.88 NA NA NA 15.50 80.00 98.82 74.26 87.95 50.62 51.95 33.75 23.00 8.33
Yield(%) 0.00 0.00 0.00 0.00 0.14 0.09 0.07 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.60 0.00 0.00
Data as of 02/20/2015, Common starting date is 03/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNBT (Mountain National Bancshares Inc) -87.05%
Nov 2010 – Nov 2013
-77.41%
Nov 2008 – Nov 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNBT (Mountain National Bancshares Inc) -16.56%
Jun 2006 – Jun 2009
-32.44%
Apr 2006 – Apr 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return