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
WPO (Washington Post Company) NA 95.41% 23.08% 13.38% -0.26% 2.96% 7.20%
Data as of 11/27/2013, Common starting date is 01/25/1990
More Performance Analytics Comparison
Name Start Date End Date
WPO (Washington Post Company) 01/25/1990 11/27/2013
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 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990
Annualized Return (%) 1.93 95.41 23.08 13.38 -0.26 2.96 7.20 80.81 2.13 -12.24 2.07 14.93 -49.91 7.28 -1.53 -21.50 25.21 8.12 40.53 -13.24 12.42 -1.96 21.10 48.90 22.58 20.33 -2.12 15.22 22.94 2.43 -25.64
Sharpe Ratio NA 5.09 0.91 0.45 -0.04 NA NA 4.81 0.10 -0.38 0.06 0.38 -1.06 0.22 -0.30 -1.18 1.18 0.36 1.94 -0.70 0.40 -0.27 1.00 -0.37 1.14 1.49 -0.36 1.13 1.01 -0.07 -1.69
Standard Deviation(%) NA 18.73 25.40 31.80 29.33 NA NA 19.00 21.71 32.27 33.46 39.40 47.79 19.01 16.19 20.13 20.56 20.80 20.30 22.44 21.13 19.13 17.73 17.09 16.52 11.03 14.14 11.57 20.16 18.91 19.22
Draw Down(%) NA 6.66 29.85 41.18 67.56 NA NA 6.66 17.53 29.85 41.18 27.42 59.47 11.64 12.36 26.43 12.39 12.85 18.01 21.93 18.45 15.85 18.70 7.55 7.29 10.53 20.47 11.61 12.20 28.91 37.74
Yield(%) 0.00 2.83 2.53 2.35 1.07 1.42 3.08 0.00 5.16 2.14 2.04 2.08 1.09 1.09 0.99 0.77 0.89 0.77 1.06 0.93 1.00 0.91 1.05 1.50 1.72 1.95 1.31 2.03 2.37 2.46 1.27
Data as of 11/27/2013, Common starting date is 01/25/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WPO (Washington Post Company) -22.65%
May 2006 – May 2009
-16.67%
May 2004 – May 2009
-6.09%
Oct 2002 – Oct 2012
-0.28%
Oct 1997 – Oct 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WPO (Washington Post Company) 33.89%
Jun 1995 – Jun 1998
23.97%
Jun 1993 – Jun 1998
17.35%
May 1994 – May 2004
12.70%
Oct 1990 – Oct 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return