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
TUC (Mac-Gray Corp) NA 80.05% 14.81% 25.99% 15.22% 4.84% NA
Data as of 01/08/2014, Common starting date is 10/17/1997
More Performance Analytics Comparison
Name Start Date End Date
TUC (Mac-Gray Corp) 10/17/1997 01/08/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.05 80.05 14.81 25.99 15.22 4.84 NA 0.09 73.14 -7.31 -6.29 45.77 64.01 -44.23 -5.54 2.32 44.00 49.81 64.13 17.08 -13.54 -14.70 -66.52 -27.14 12.54
Sharpe Ratio NA 2.16 0.44 0.57 0.35 NA NA NA 1.67 -0.23 -0.19 1.00 0.86 -0.92 -0.21 -0.04 1.89 1.64 3.17 0.48 -0.59 -0.33 -1.49 -0.79 1.64
Standard Deviation(%) NA 36.99 33.81 45.83 40.19 NA NA NA 43.75 32.23 33.90 45.47 74.22 48.93 40.21 22.63 22.14 29.77 20.02 32.97 27.35 56.02 46.82 38.70 46.24
Draw Down(%) NA 12.68 33.88 42.77 68.98 NA NA NA 12.68 28.45 29.18 17.86 42.77 49.31 35.73 19.62 19.18 12.91 10.06 31.42 31.80 40.22 70.91 60.38 13.64
Yield(%) 0.00 2.89 1.82 2.84 1.85 0.61 0.36 0.00 2.75 1.74 1.46 1.93 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 01/08/2014, Common starting date is 10/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TUC (Mac-Gray Corp) -40.74%
Dec 1997 – Dec 2000
-28.62%
Feb 1998 – Feb 2003
-5.77%
Dec 1998 – Dec 2008
-1.91%
Jan 1998 – Jan 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TUC (Mac-Gray Corp) 63.00%
Sep 2002 – Sep 2005
38.43%
Jul 2002 – Jul 2007
18.08%
Jan 2002 – Jan 2012
5.50%
Oct 1998 – Oct 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return