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
ZOLL (Zoll Medical Corp) NA 91.87% 85.80% 29.53% 17.35% 22.37% NA
Data as of 04/27/2012, Common starting date is 07/17/1992
More Performance Analytics Comparison
Name Start Date End Date
ZOLL (Zoll Medical Corp) 07/17/1992 04/27/2012
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992
Annualized Return (%) 0.11 91.87 85.80 29.53 17.35 22.37 NA 47.20 69.70 39.33 41.45 -29.30 -8.24 131.20 -26.77 -2.82 -0.76 -8.40 11.07 -8.20 330.07 67.23 -50.60 19.44 -21.74 -61.67 9.09 100.00
Sharpe Ratio NA 1.24 1.53 0.44 NA NA NA 5.41 1.02 1.15 0.90 -0.53 -0.26 3.23 -0.87 -0.09 -0.04 -0.21 0.09 -0.12 4.65 0.98 -1.69 0.24 -0.42 -0.70 0.11 4.78
Standard Deviation(%) NA 73.78 55.91 65.83 NA NA NA 43.08 68.11 34.17 46.10 56.99 42.69 39.80 33.17 43.15 34.73 44.54 95.73 98.29 70.31 65.21 62.56 66.49 60.47 92.92 61.96 72.88
Draw Down(%) NA 50.72 50.72 69.78 69.78 NA NA 5.96 50.72 22.95 40.55 60.23 44.08 9.76 36.13 29.35 27.02 29.99 63.28 49.51 29.41 29.40 59.33 42.64 50.82 81.18 40.91 29.90
Yield(%) 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 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 0.00 0.00
Data as of 04/27/2012, Common starting date is 07/17/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZOLL (Zoll Medical Corp) -34.75%
Jan 1994 – Jan 1997
-28.03%
Dec 1992 – Dec 1997
-1.22%
Sep 1993 – Sep 2003
-1.18%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZOLL (Zoll Medical Corp) 99.41%
Oct 1997 – Oct 2000
48.64%
Mar 1998 – Mar 2003
28.11%
May 1998 – May 2008
22.00%
Mar 1997 – Mar 2012
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return