Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBTCX (RiverSource Port Builder Total Equity C) | NA | 31.57% | 2.19% | NA | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 10/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBTCX (RiverSource Port Builder Total Equity C) | 10/27/2006 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.57 | 2.19 | NA | NA | NA | NA | … | … | 4.20 | 16.96 | 31.45 | -41.46 | 6.79 | 3.88 |
| Sharpe Ratio | NA | 2.17 | 0.07 | NA | NA | NA | NA | … | … | 0.68 | 0.86 | 1.15 | -1.11 | 0.23 | 1.84 |
| Standard Deviation(%) | NA | 14.54 | 29.03 | NA | NA | NA | NA | … | … | 12.51 | 19.58 | 27.21 | 38.22 | 16.25 | 11.71 |
| Draw Down(%) | NA | 7.19 | 48.73 | NA | NA | NA | NA | … | … | 6.87 | 15.63 | 25.67 | 51.60 | 11.46 | 3.26 |
| Yield(%) | 0.00 | 0.68 | 0.89 | 4.71 | 2.35 | 1.57 | 1.18 | … | … | 0.00 | 1.13 | 1.63 | 0.51 | 15.10 | 6.74 |
Data as of 07/01/2011, Common starting date is 10/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBTCX (RiverSource Port Builder Total Equity C) |
-11.05%
Jun 2007 – Jun 2010 |
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 |
|---|---|---|---|---|
| RBTCX (RiverSource Port Builder Total Equity C) |
2.05%
Jun 2008 – Jun 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart