Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSMBX (RiverSource Income Builder Mod Inc B) | NA | 11.44% | 4.49% | NA | NA | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 10/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSMBX (RiverSource Income Builder Mod Inc B) | 10/12/2006 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.44 | 4.49 | NA | NA | NA | NA | … | … | 3.41 | 10.91 | 22.49 | -19.67 | 3.42 | 3.05 |
| Sharpe Ratio | NA | 2.12 | 0.45 | NA | NA | NA | NA | … | … | 2.93 | 1.56 | 2.25 | -1.78 | 0.07 | 2.64 |
| Standard Deviation(%) | NA | 5.36 | 9.54 | NA | NA | NA | NA | … | … | 3.16 | 6.92 | 9.95 | 11.55 | 5.90 | 4.41 |
| Draw Down(%) | NA | 2.59 | 26.31 | NA | NA | NA | NA | … | … | 1.33 | 5.76 | 10.58 | 24.86 | 4.81 | 1.24 |
| Yield(%) | 0.00 | 3.55 | 3.06 | 3.18 | 1.59 | 1.06 | 0.80 | … | … | 0.57 | 3.51 | 3.62 | 3.11 | 4.90 | 1.14 |
Data as of 05/18/2011, Common starting date is 10/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSMBX (RiverSource Income Builder Mod Inc B) |
-0.40%
May 2007 – May 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 |
|---|---|---|---|---|
| RSMBX (RiverSource Income Builder Mod Inc B) |
5.63%
Mar 2008 – Mar 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart