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
RLRN (Renaissance Learning Inc) NA 60.36% 23.37% 8.47% -4.17% NA NA
Data as of 10/19/2011, Common starting date is 06/04/1998
More Performance Analytics Comparison
Name Start Date End Date
RLRN (Renaissance Learning Inc) 06/04/1998 10/19/2011
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) -0.66 60.36 23.37 8.47 -4.17 NA NA 43.43 4.23 30.34 -30.60 -13.98 -4.99 3.02 -16.21 27.35 -37.97 -9.40 200.54 -65.96 145.79
Sharpe Ratio NA 1.01 0.37 0.11 -0.09 NA NA 1.04 0.07 0.41 -0.38 -0.28 -0.16 0.02 -0.46 0.63 -0.77 -0.17 2.32 -0.64 5.22
Standard Deviation(%) NA 59.70 68.24 68.94 60.14 NA NA 54.51 56.07 73.07 83.66 60.47 50.96 40.15 37.08 42.51 50.80 70.85 84.63 107.66 70.64
Draw Down(%) NA 29.82 51.28 61.03 77.16 NA NA 16.59 51.28 34.50 56.05 38.42 46.52 43.20 35.29 20.14 61.09 54.00 45.67 74.70 37.66
Yield(%) 0.00 21.91 12.25 7.11 2.15 1.88 1.41 1.96 19.38 2.86 7.35 5.70 1.07 1.09 9.64 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/19/2011, Common starting date is 06/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLRN (Renaissance Learning Inc) -23.75%
Jul 2001 – Jul 2004
-21.70%
Jul 2001 – Jul 2006
-12.95%
Feb 1999 – Feb 2009
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLRN (Renaissance Learning Inc) 44.28%
Jul 1998 – Jul 2001
12.50%
Dec 1999 – Dec 2004
4.98%
May 2000 – May 2010
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return