Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSDVX (RiverSource Disciplined Small Cap Val R4) | NA | 1.87% | -7.72% | NA | NA | NA | NA | … | … |
Data as of 09/28/2010, Common starting date is 04/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSDVX (RiverSource Disciplined Small Cap Val R4) | 04/23/2007 | 09/28/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.87 | -7.72 | NA | NA | NA | NA | … | … | -0.98 | 22.83 | -30.34 | -16.30 |
| Sharpe Ratio | NA | 0.07 | -0.22 | NA | NA | NA | NA | … | … | -0.05 | 0.62 | -0.67 | -1.05 |
| Standard Deviation(%) | NA | 25.50 | 37.84 | NA | NA | NA | NA | … | … | 26.06 | 36.56 | 46.32 | 24.27 |
| Draw Down(%) | NA | 19.75 | 58.23 | NA | NA | NA | NA | … | … | 19.75 | 34.84 | 48.38 | 23.23 |
| Yield(%) | 0.00 | 1.53 | 1.50 | 0.81 | 0.41 | 0.27 | 0.20 | … | … | 0.79 | 0.83 | 0.48 | 2.66 |
Data as of 09/28/2010, Common starting date is 04/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSDVX (RiverSource Disciplined Small Cap Val R4) |
-11.28%
Jun 2007 – Jun 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 |
|---|---|---|---|---|
| RSDVX (RiverSource Disciplined Small Cap Val R4) |
-5.89%
Jul 2007 – Jul 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart