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
RX (Ims Health Inc) NA 86.58% -7.62% -3.72% 2.68% NA NA … …
Data as of 07/29/2010, Common starting date is 06/23/1998
More Performance Analytics Comparison
Name Start Date End Date
RX (Ims Health Inc) 06/23/1998 07/29/2010
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
Annualized Return (%) 0.00 86.58 -7.62 -3.72 2.68 NA NA … … 4.37 40.17 -33.80 -15.79 10.77 7.72 -6.32 56.09 -17.61 -27.51 2.31 -9.11 43.24
Sharpe Ratio NA 3.00 -0.20 -0.15 0.03 NA NA … … 3.42 0.88 -0.72 -0.54 0.49 0.31 -0.26 2.06 -0.54 -0.74 -0.03 -0.23 2.37
Standard Deviation(%) NA 28.81 42.89 36.52 36.03 NA NA … … 2.25 45.67 48.05 35.06 15.38 17.96 27.69 26.93 34.69 40.80 54.75 52.83 39.77
Draw Down(%) NA 8.13 68.43 69.80 69.80 NA NA … … 0.32 30.92 60.90 32.32 7.73 19.32 21.24 18.82 40.84 37.01 45.80 38.81 16.28
Yield(%) 0.00 0.51 0.35 0.38 0.75 0.66 0.49 … … 0.00 0.75 0.53 0.43 0.47 0.35 0.32 0.48 0.42 0.30 2.07 4.82 0.06
Data as of 07/29/2010, Common starting date is 06/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RX (Ims Health Inc) -23.68%
Jul 2006 – Jul 2009 		-13.08%
May 2004 – May 2009 		-7.44%
Jul 1999 – Jul 2009 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RX (Ims Health Inc) 21.29%
Apr 2003 – Apr 2006 		15.87%
Sep 2002 – Sep 2007 		3.63%
May 2000 – May 2010 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return