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
SFES (Safeguard Scientifics Inc) NA 613.04% -6.40% 1.80% 8.89% -6.37% -4.18%
Data as of 12/06/2013, Common starting date is 11/13/1992
More Performance Analytics Comparison
Name Start Date End Date
SFES (Safeguard Scientifics Inc) 11/13/1992 12/06/2013
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 613.04 -6.40 1.80 8.89 -6.37 -4.18
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.84
Data as of 12/06/2013, Common starting date is 11/13/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFES (Safeguard Scientifics Inc) -62.99%
Jan 2000 – Jan 2003
-48.41%
Feb 1998 – Feb 2003
-23.04%
Jan 2000 – Jan 2010
-23.96%
Jun 1998 – Jun 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFES (Safeguard Scientifics Inc) 112.31%
May 1993 – May 1996
83.24%
Feb 1993 – Feb 1998
9.43%
Nov 2003 – Nov 2013
12.93%
Dec 1992 – Dec 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return