Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDVAX (RiverSource Disciplined Small Cap Val A) | NA | 31.21% | 4.60% | NA | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 10/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDVAX (RiverSource Disciplined Small Cap Val A) | 10/05/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.21 | 4.60 | NA | NA | NA | NA | … | … | 1.85 | 24.15 | 22.91 | -30.56 | -13.96 |
| Sharpe Ratio | NA | 1.56 | 0.12 | NA | NA | NA | NA | … | … | 0.22 | 0.97 | 0.62 | -0.68 | -1.76 |
| Standard Deviation(%) | NA | 19.99 | 36.63 | NA | NA | NA | NA | … | … | 16.92 | 24.89 | 36.52 | 46.38 | 28.22 |
| Draw Down(%) | NA | 10.74 | 54.54 | NA | NA | NA | NA | … | … | 6.65 | 19.24 | 34.84 | 48.49 | 15.59 |
| Yield(%) | 0.00 | 2.92 | 1.31 | 0.64 | 0.32 | 0.21 | 0.16 | … | … | 1.23 | 1.95 | 0.75 | 0.19 | 0.00 |
Data as of 07/01/2011, Common starting date is 10/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDVAX (RiverSource Disciplined Small Cap Val A) |
-1.34%
Nov 2007 – Nov 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 |
|---|---|---|---|---|
| RDVAX (RiverSource Disciplined Small Cap Val A) |
6.13%
Mar 2008 – Mar 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart