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
RKGRX (Rockland Small Cap Growth) NA 39.22% -12.16% -7.13% -9.08% NA NA
Data as of 03/05/2010, Common starting date is 10/02/1997
More Performance Analytics Comparison
Name Start Date End Date
RKGRX (Rockland Small Cap Growth) 10/02/1997 03/05/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.00 39.22 -12.16 -7.13 -9.08 NA NA -7.54 23.99 -55.23 26.08 4.34 -2.33 -2.73 70.23 -36.52 -22.65 6.95 110.40 25.13 -14.45
Sharpe Ratio NA 1.59 -0.42 -0.33 -0.40 NA NA -2.75 0.88 -1.34 1.02 0.05 -0.27 -0.17 2.91 -1.55 -1.14 0.07 3.99 0.81 -1.40
Standard Deviation(%) NA 24.55 31.49 27.08 26.88 NA NA 13.43 27.06 41.94 22.53 19.54 17.16 22.02 23.87 24.31 22.31 39.82 26.84 26.78 36.21
Draw Down(%) NA 12.77 66.50 66.50 72.77 NA NA 10.32 18.68 62.38 14.63 20.61 15.83 29.70 10.87 38.69 35.06 38.64 13.95 36.80 24.38
Yield(%) 0.00 0.00 0.00 0.00 1.51 5.09 3.82 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.41 0.00 22.50 34.69 0.00 2.21
Data as of 03/05/2010, Common starting date is 10/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RKGRX (Rockland Small Cap Growth) -28.21%
Feb 2000 – Feb 2003
-13.67%
Feb 2004 – Feb 2009
-8.45%
Feb 2000 – Feb 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RKGRX (Rockland Small Cap Growth) 41.21%
Dec 1997 – Dec 2000
20.90%
Oct 1998 – Oct 2003
11.39%
Dec 1997 – Dec 2007
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return