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
REDEQ (RedEnvelope, Inc.) NA NA NA NA -100.00% NA NA
Data as of 06/27/2014, Common starting date is 09/26/2003
More Performance Analytics Comparison
Name Start Date End Date
REDEQ (RedEnvelope, Inc.) 09/26/2003 06/27/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2007 2006 2005 2004 2003
Annualized Return (%) NA NA NA NA -100.00 NA NA 0.00 -34.42 -32.50 -14.61 -26.65 16.38
Sharpe Ratio NA 1.00 1.00 1.00 NA NA NA 1.00 -0.75 -1.02 -0.30 -0.42 1.22
Standard Deviation(%) NA NA NA NA NA NA NA NA 49.72 35.29 56.87 64.94 63.74
Draw Down(%) NA NA NA NA 100.00 NA NA NA 52.38 35.53 56.60 59.10 21.25
Yield(%) NA 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 06/27/2014, Common starting date is 09/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
REDEQ (RedEnvelope, Inc.) -100.00%
Jul 2005 – Jul 2008
-100.00%
Apr 2009 – Apr 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
REDEQ (RedEnvelope, Inc.) -3.06%
Mar 2004 – Mar 2007
-100.00%
Apr 2009 – Apr 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return