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
MWIV (MWI Veterinary Supply Inc) NA 16.87% 28.96% 35.01% NA NA NA
Data as of 02/24/2015, Common starting date is 08/03/2005
More Performance Analytics Comparison
Name Start Date End Date
MWIV (MWI Veterinary Supply Inc) 08/03/2005 02/24/2015
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 2005
Annualized Return (%) 0.11 16.87 28.96 35.01 NA NA NA 11.82 -0.03 54.51 65.56 5.21 67.51 39.84 -32.60 23.84 25.15 21.46
Sharpe Ratio NA 0.58 1.05 1.12 NA NA NA 5.48 0.00 1.99 2.59 0.14 1.96 0.74 -0.60 0.61 0.47 1.37
Standard Deviation(%) NA 29.30 27.52 31.20 NA NA NA 21.63 30.82 27.33 25.52 37.33 34.42 53.83 55.71 34.02 46.27 41.99
Draw Down(%) NA 21.68 29.60 31.48 NA NA NA 0.79 29.60 15.09 17.75 31.48 11.34 22.74 51.58 15.52 19.02 14.91
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
Data as of 02/24/2015, Common starting date is 08/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MWIV (MWI Veterinary Supply Inc) -7.76%
Jan 2006 – Jan 2009
15.02%
Nov 2006 – Nov 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MWIV (MWI Veterinary Supply Inc) 55.38%
Jan 2009 – Jan 2012
54.84%
Jan 2009 – Jan 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return