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
NADVF (Naturally Advanced Technologies, Inc.) NA 16.05% 31.73% 22.51% NA NA NA
Data as of 10/31/2012, Common starting date is 05/06/2004
More Performance Analytics Comparison
Name Start Date End Date
NADVF (Naturally Advanced Technologies, Inc.) 05/06/2004 10/31/2012
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 (%) 2.27 16.05 31.73 22.51 NA NA NA 3.34 75.20 22.55 0.99 13.48 81.63 40.00 29.63 -85.79
Sharpe Ratio NA 0.28 0.40 0.27 NA NA NA 0.07 0.88 0.37 0.01 0.13 0.62 0.25 0.18 -0.51
Standard Deviation(%) NA 57.97 68.81 82.04 NA NA NA 54.29 85.30 60.31 78.96 95.16 126.88 150.01 153.52 188.79
Draw Down(%) NA 42.32 59.06 69.50 NA NA NA 42.32 59.06 50.00 51.97 52.50 50.00 63.64 62.50 90.95
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 10/31/2012, Common starting date is 05/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NADVF (Naturally Advanced Technologies, Inc.) -9.46%
Feb 2008 – Feb 2011
-3.51%
Jun 2004 – Jun 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NADVF (Naturally Advanced Technologies, Inc.) 115.44%
Jul 2005 – Jul 2008
63.57%
Aug 2006 – Aug 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return