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
MSSR (McCormick & Schmicks Seafood Restaurants Inc) NA -7.30% 22.04% -18.63% NA NA NA
Data as of 01/03/2012, Common starting date is 07/21/2004
More Performance Analytics Comparison
Name Start Date End Date
MSSR (McCormick & Schmicks Seafood Restaurants Inc) 07/21/2004 01/03/2012
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.11 -7.30 22.04 -18.63 NA NA NA 0.23 -3.85 30.60 73.13 -66.30 -50.37 6.61 33.83 34.58
Sharpe Ratio NA -0.13 0.33 -0.27 NA NA NA NA -0.07 0.57 0.79 -0.96 -1.18 0.08 0.82 1.76
Standard Deviation(%) NA 56.03 72.29 71.77 NA NA NA 0.00 56.89 53.72 92.71 69.74 45.40 43.26 38.50 52.04
Draw Down(%) NA 46.25 70.51 94.94 NA NA NA 0.00 46.25 46.74 70.51 76.81 58.66 37.68 17.80 21.73
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
Data as of 01/03/2012, Common starting date is 07/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSSR (McCormick & Schmicks Seafood Restaurants Inc) -53.87%
Feb 2006 – Feb 2009
-23.92%
Oct 2006 – Oct 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSSR (McCormick & Schmicks Seafood Restaurants Inc) 34.20%
Nov 2008 – Nov 2011
-6.77%
Aug 2004 – Aug 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return