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
SNDA (Sonida Senior Living, Inc.) NA -7.63% 10.64% 11.39% NA NA NA
Data as of 02/14/2012, Common starting date is 05/13/2004
More Performance Analytics Comparison
Name Start Date End Date
SNDA (Sonida Senior Living, Inc.) 05/13/2004 02/14/2012
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 1.15 -7.63 10.64 11.39 NA NA NA 3.17 0.93 -24.65 62.58 -2.94 53.85 42.19 -64.14 255.05
Sharpe Ratio NA -0.17 0.22 0.21 NA NA NA 9.34 0.02 -0.81 1.03 -0.06 1.05 0.89 -1.23 8.70
Standard Deviation(%) NA 45.25 46.87 51.40 NA NA NA 3.21 47.42 30.60 60.57 63.74 48.64 43.89 53.96 72.94
Draw Down(%) NA 44.57 54.67 54.67 NA NA NA 0.32 44.57 37.44 36.63 43.94 28.68 30.41 65.34 16.91
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
Data as of 02/14/2012, Common starting date is 05/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNDA (Sonida Senior Living, Inc.) -9.63%
Jun 2005 – Jun 2008
1.52%
Jun 2005 – Jun 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNDA (Sonida Senior Living, Inc.) 59.25%
Jun 2006 – Jun 2009
31.38%
Apr 2006 – Apr 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return