Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEJVX (American Indep NestEgg 2040 C) | NA | -8.16% | 1.69% | -1.38% | NA | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEJVX (American Indep NestEgg 2040 C) | 06/28/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.16 | 1.69 | -1.38 | NA | NA | NA | … | … | 0.00 | 1.62 | -5.37 | 12.44 | 22.11 | -34.61 | -2.87 | -1.78 |
| Sharpe Ratio | NA | -0.69 | 0.10 | -0.08 | NA | NA | NA | … | … | 0.00 | 0.13 | -0.28 | 0.88 | 1.20 | -1.26 | -0.40 | -0.33 |
| Standard Deviation(%) | NA | 11.85 | 15.60 | 19.12 | NA | NA | NA | … | … | NA | 12.44 | 19.27 | 14.08 | 18.31 | 28.14 | 14.94 | 20.66 |
| Draw Down(%) | NA | 12.03 | 19.22 | 45.95 | NA | NA | NA | … | … | 0.00 | 12.21 | 19.22 | 11.95 | 19.79 | 41.89 | 12.10 | 12.38 |
| 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 |
Data as of 03/26/2013, Common starting date is 06/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEJVX (American Indep NestEgg 2040 C) |
-12.28%
Oct 2006 – Oct 2009 |
-6.34%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEJVX (American Indep NestEgg 2040 C) |
17.92%
Feb 2009 – Feb 2012 |
-1.44%
Feb 2008 – Feb 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart