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
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

3-Year Annualized Rolling Return