Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEFPX (American Indep NestEgg 2040 A) | NA | -10.38% | 1.86% | -1.11% | NA | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 07/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEFPX (American Indep NestEgg 2040 A) | 07/14/2003 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.94 | -10.38 | 1.86 | -1.11 | NA | NA | NA | … | … | -2.94 | 2.30 | -4.48 | 14.71 | 22.79 | -34.48 | -2.86 | -2.51 | 4.17 | 10.49 | 11.86 |
| Sharpe Ratio | NA | -0.86 | 0.12 | -0.07 | NA | NA | NA | … | … | -1.58 | 0.18 | -0.24 | 1.03 | 1.24 | -1.26 | -0.39 | -0.35 | 0.21 | 0.87 | 2.33 |
| Standard Deviation(%) | NA | 12.18 | 15.68 | 19.13 | NA | NA | NA | … | … | 7.59 | 12.35 | 19.20 | 14.14 | 18.24 | 28.09 | 15.12 | 16.84 | 9.67 | 10.95 | 11.20 |
| Draw Down(%) | NA | 11.92 | 19.02 | 45.71 | NA | NA | NA | … | … | 2.94 | 12.10 | 19.02 | 10.94 | 19.71 | 41.65 | 12.47 | 12.67 | 7.09 | 8.29 | 3.88 |
| 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 03/26/2013, Common starting date is 07/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFPX (American Indep NestEgg 2040 A) |
-19.57%
Feb 2006 – Feb 2009 |
-9.69%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFPX (American Indep NestEgg 2040 A) |
19.33%
Feb 2009 – Feb 2012 |
1.60%
Aug 2003 – Aug 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart