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
RCKE (Rock Energy Resources Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 07/15/2014, Common starting date is 05/06/1998
More Performance Analytics Comparison
Name Start Date End Date
RCKE (Rock Energy Resources Inc) 05/06/1998 07/15/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) NA -100.00 -100.00 -100.00 -100.00 -100.00 NA 0.00 -100.00 490.00 0.00 -94.12 -78.75 -66.67 25.00 700.00 -57.14 -58.82 54.55 -8.33 50.00 300.00 -50.00 -90.24
Sharpe Ratio NA NA NA NA NA NA NA 1.00 NA 0.67 0.00 -0.26 -0.21 -0.47 0.12 2.97 -0.24 -0.28 0.24 -0.06 0.36 1.09 -0.14 -0.53
Standard Deviation(%) NA NA NA NA NA NA NA NA NA 424.07 402.92 363.89 376.90 143.76 190.20 236.65 248.73 212.83 225.68 171.15 133.47 270.32 370.17 190.43
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA NA 100.00 92.59 75.00 95.00 97.03 78.67 74.29 57.89 75.00 77.27 75.00 70.00 57.14 50.00 66.67 90.24
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 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/15/2014, Common starting date is 05/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RCKE (Rock Energy Resources Inc) -100.00%
Sep 2010 – Sep 2013
-100.00%
Sep 2008 – Sep 2013
-100.00%
Sep 2003 – Sep 2013
-100.00%
Nov 1998 – Nov 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RCKE (Rock Energy Resources Inc) 115.44%
May 2005 – May 2008
44.65%
Mar 1999 – Mar 2004
9.60%
Dec 1998 – Dec 2008
-100.00%
Nov 1998 – Nov 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return