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
MWIS (m-Wise Inc) NA NA NA -100.00% NA NA NA
Data as of 07/08/2014, Common starting date is 03/01/2005
More Performance Analytics Comparison
Name Start Date End Date
MWIS (m-Wise Inc) 03/01/2005 07/08/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) NA NA NA -100.00 NA NA NA 0.00 0.00 -100.00 0.00 -49.89 0.00 -81.98 47.98 -55.93 -69.48
Sharpe Ratio NA 1.00 NA NA NA NA NA 1.00 1.00 NA 0.00 -0.18 0.00 -0.41 0.31 -0.37 -0.42
Standard Deviation(%) NA NA NA NA NA NA NA NA NA NA 376.64 271.83 297.76 201.42 143.83 159.31 186.58
Draw Down(%) NA NA 100.00 100.00 NA NA NA NA NA 100.00 83.33 87.42 50.00 81.98 64.21 80.51 83.28
Yield(%) NA NA NA 0.00 0.00 0.00 0.00 NA 0.00 NA 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/08/2014, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MWIS (m-Wise Inc) -100.00%
Jul 2009 – Jul 2012
-100.00%
Jul 2007 – Jul 2012
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MWIS (m-Wise Inc) -10.01%
Sep 2006 – Sep 2009
-13.35%
Jun 2005 – Jun 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return