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
USU (USEC Inc) NA -92.11% -73.53% -63.02% -43.36% -29.17% NA
Data as of 09/29/2014, Common starting date is 07/23/1998
More Performance Analytics Comparison
Name Start Date End Date
USU (USEC Inc) 07/23/1998 09/29/2014
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -92.11 -73.53 -63.02 -43.36 -29.17 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.67 2.48 1.64
Data as of 09/29/2014, Common starting date is 07/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USU (USEC Inc) -69.09%
Apr 2011 – Apr 2014
-53.46%
Apr 2009 – Apr 2014
-34.35%
Jun 2004 – Jun 2014
-24.88%
Jun 1999 – Jun 2014
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USU (USEC Inc) 47.54%
Apr 2004 – Apr 2007
43.36%
Feb 2000 – Feb 2005
7.00%
Apr 2000 – Apr 2010
-15.40%
Aug 1998 – Aug 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return