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
OTCDX (Old Mutual 2011-2020 Cnsrv Inst) NA 25.34% 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
OTCDX (Old Mutual 2011-2020 Cnsrv 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 25.34 NA NA NA NA NA 0.00 21.18 -13.79
Sharpe Ratio NA 2.41 NA NA NA NA NA 0.00 1.83 -1.07
Standard Deviation(%) NA 10.48 NA NA NA NA NA NA 11.54 16.04
Draw Down(%) NA 10.68 NA NA NA NA NA 0.00 12.95 25.95
Yield(%) 0.00 5.13 2.85 1.71 0.85 0.57 0.43 0.00 4.91 4.48
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
OTCDX (Old Mutual 2011-2020 Cnsrv 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
OTCDX (Old Mutual 2011-2020 Cnsrv Inst) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return