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
RVBD (Riverbed Technology Inc) NA 6.77% 3.07% 5.88% NA NA NA
Data as of 04/24/2015, Common starting date is 09/22/2006
More Performance Analytics Comparison
Name Start Date End Date
RVBD (Riverbed Technology Inc) 09/22/2006 04/24/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.38 6.77 3.07 5.88 NA NA NA 2.84 12.89 -8.32 -16.09 -33.18 206.23 101.67 -57.40 -12.90 83.28
Sharpe Ratio NA 0.34 0.08 0.10 NA NA NA 2.75 0.48 -0.21 -0.24 -0.51 4.25 1.64 -0.71 -0.24 14.18
Standard Deviation(%) NA 19.69 40.08 52.95 NA NA NA 3.45 26.79 40.03 67.03 65.04 48.53 62.04 82.46 65.51 59.28
Draw Down(%) NA 17.35 42.03 69.24 NA NA NA 0.82 23.47 34.36 54.28 56.21 18.40 27.68 73.32 52.78 17.08
Yield(%) 0.00 0.00 0.00 0.00 0.00 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 04/24/2015, Common starting date is 09/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RVBD (Riverbed Technology Inc) -20.11%
Nov 2010 – Nov 2013
-5.92%
Jun 2007 – Jun 2012
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RVBD (Riverbed Technology Inc) 79.37%
Jun 2008 – Jun 2011
33.60%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return