Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEDBX (Mutual Global Discovery B) | NA | 15.20% | 6.73% | 2.42% | 8.51% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 03/23/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEDBX (Mutual Global Discovery B) | 03/23/2000 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.20 | 6.73 | 2.42 | 8.51 | NA | NA | … | … | 7.99 | 7.20 | -5.53 | 10.29 | 20.08 | -27.28 | 10.27 | 22.15 | 14.59 | 18.41 | 30.22 | -9.95 | 0.21 | 4.67 |
| Sharpe Ratio | NA | 1.54 | 0.48 | 0.16 | 0.63 | NA | NA | … | … | 3.09 | 0.62 | -0.29 | 0.80 | 2.27 | -1.76 | 0.65 | 2.16 | 1.97 | 2.45 | 4.25 | -1.07 | -0.22 | 0.23 |
| Standard Deviation(%) | NA | 9.86 | 14.31 | 14.11 | 11.69 | NA | NA | … | … | 6.09 | 11.54 | 19.46 | 12.74 | 8.79 | 16.00 | 11.21 | 8.75 | 6.32 | 7.13 | 6.94 | 10.35 | 9.81 | 8.79 |
| Draw Down(%) | NA | 6.17 | 20.82 | 27.21 | 34.61 | NA | NA | … | … | 2.40 | 9.88 | 20.82 | 10.71 | 8.22 | 31.14 | 10.00 | 10.32 | 5.17 | 6.43 | 9.46 | 20.39 | 14.42 | 5.33 |
| Yield(%) | 0.00 | 7.48 | 3.91 | 2.79 | 5.13 | 4.37 | 3.28 | … | … | 0.00 | 7.41 | 2.79 | 0.86 | 0.20 | 3.21 | 3.75 | 6.11 | 6.52 | 1.89 | 1.74 | 1.43 | 4.45 | 20.22 |
Data as of 06/12/2013, Common starting date is 03/23/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEDBX (Mutual Global Discovery B) |
-6.31%
Jun 2007 – Jun 2010 |
-2.39%
May 2007 – May 2012 |
6.15%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEDBX (Mutual Global Discovery B) |
26.42%
Mar 2003 – Mar 2006 |
19.72%
Oct 2002 – Oct 2007 |
10.08%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
