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
OTAEX (Old Mutual 2031-2040 Aggressive Inst) NA 34.87% NA NA NA NA NA
Data as of 02/02/2010, Common starting date is 03/05/2008
More Performance Analytics Comparison
Name Start Date End Date
OTAEX (Old Mutual 2031-2040 Aggressive Inst) 03/05/2008 02/02/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008
Annualized Return (%) 0.00 34.87 NA NA NA NA NA 0.00 23.09 -34.95
Sharpe Ratio NA 1.40 NA NA NA NA NA 0.00 0.84 -0.96
Standard Deviation(%) NA 24.84 NA NA NA NA NA NA 27.28 42.95
Draw Down(%) NA 22.13 NA NA NA NA NA 0.00 27.19 50.60
Yield(%) 0.00 0.00 0.35 0.21 0.10 0.07 0.05 0.00 0.00 1.04
Data as of 02/02/2010, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OTAEX (Old Mutual 2031-2040 Aggressive Inst) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OTAEX (Old Mutual 2031-2040 Aggressive Inst) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return