Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEHPX (American Indep NestEgg 2030 A) | NA | -4.75% | 2.95% | -0.69% | 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 |
|---|---|---|
| NEHPX (American Indep NestEgg 2030 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 (%) | -0.99 | -4.75 | 2.95 | -0.69 | NA | NA | NA | … | … | -0.99 | 4.00 | -2.77 | 11.79 | 17.12 | -30.85 | -2.05 | -3.39 | 2.41 | 8.81 | 9.54 |
| Sharpe Ratio | NA | -0.64 | 0.26 | -0.06 | NA | NA | NA | … | … | -1.69 | 0.48 | -0.20 | 1.10 | 1.10 | -1.28 | -0.38 | -0.42 | 0.03 | 0.87 | 2.26 |
| Standard Deviation(%) | NA | 7.49 | 11.19 | 15.48 | NA | NA | NA | … | … | 2.50 | 8.25 | 14.01 | 10.68 | 15.48 | 24.74 | 13.37 | 15.93 | 8.07 | 9.05 | 9.15 |
| Draw Down(%) | NA | 8.45 | 13.21 | 41.85 | NA | NA | NA | … | … | 0.99 | 8.45 | 13.21 | 8.74 | 17.61 | 38.07 | 11.06 | 12.46 | 5.92 | 7.05 | 3.45 |
| 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 |
|---|---|---|---|---|
| NEHPX (American Indep NestEgg 2030 A) |
-17.60%
Feb 2006 – Feb 2009 |
-9.03%
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 |
|---|---|---|---|---|
| NEHPX (American Indep NestEgg 2030 A) |
15.83%
Feb 2009 – Feb 2012 |
0.96%
Aug 2003 – Aug 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart