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
SDBT (SoundBite Communications Inc) NA 173.81% 33.74% 16.18% NA NA NA
Data as of 07/03/2013, Common starting date is 11/02/2007
More Performance Analytics Comparison
Name Start Date End Date
SDBT (SoundBite Communications Inc) 11/02/2007 07/03/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -0.20 173.81 33.74 16.18 NA NA NA 72.66 79.80 -19.64 -5.08 126.92 -81.16 -13.64
Sharpe Ratio NA 3.09 0.71 0.27 NA NA NA 2.54 1.46 -0.40 -0.13 1.79 -0.92 -1.49
Standard Deviation(%) NA 56.25 48.16 60.20 NA NA NA 77.01 55.29 49.40 39.76 70.77 88.83 42.55
Draw Down(%) NA 17.68 33.12 67.36 NA NA NA 9.77 33.12 29.05 18.24 28.65 84.06 21.10
Yield(%) 0.00 19.60 5.71 3.03 0.63 0.42 0.31 0.00 21.46 0.00 0.00 0.00 0.00 0.00
Data as of 07/03/2013, Common starting date is 11/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDBT (SoundBite Communications Inc) -25.97%
Dec 2007 – Dec 2010
-10.13%
Dec 2007 – Dec 2012
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDBT (SoundBite Communications Inc) 34.67%
Jun 2010 – Jun 2013
16.44%
May 2008 – May 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return