Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRERX (RiverSource LaSalle Mthly Div Rel Est R2) | NA | 21.03% | -6.82% | -3.25% | NA | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 09/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRERX (RiverSource LaSalle Mthly Div Rel Est R2) | 09/16/2003 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.03 | -6.82 | -3.25 | NA | NA | NA | … | … | 5.41 | 27.53 | 24.17 | -45.06 | -25.35 | 30.60 | 5.13 | 24.51 | 12.20 |
| Sharpe Ratio | NA | 0.89 | -0.11 | -0.08 | NA | NA | NA | … | … | 1.09 | 0.98 | 0.34 | -0.56 | -1.16 | 1.99 | 0.20 | 1.29 | 5.36 |
| Standard Deviation(%) | NA | 23.46 | 65.81 | 55.14 | NA | NA | NA | … | … | 13.64 | 28.03 | 71.43 | 81.56 | 24.55 | 13.75 | 15.12 | 18.29 | 8.84 |
| Draw Down(%) | NA | 13.75 | 73.55 | 79.77 | NA | NA | NA | … | … | 6.09 | 17.00 | 46.14 | 71.36 | 32.87 | 10.79 | 11.73 | 18.39 | 3.75 |
| Yield(%) | 0.00 | 1.43 | 1.78 | 7.58 | 7.40 | 4.93 | 3.70 | … | … | 0.22 | 1.82 | 4.03 | 4.51 | 16.85 | 16.35 | 11.08 | 8.53 | 1.55 |
Data as of 05/18/2011, Common starting date is 09/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRERX (RiverSource LaSalle Mthly Div Rel Est R2) |
-33.67%
Mar 2006 – Mar 2009 |
-17.22%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRERX (RiverSource LaSalle Mthly Div Rel Est R2) |
23.06%
Apr 2004 – Apr 2007 |
-2.98%
Oct 2003 – Oct 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart