ACAS: American Capital Ltd (STOCK)

Asset Class:	ROOT
MyPlanIQ Rating:	Not Rated
Start Date:	09/02/1997
Last Dividend Date:	10/02/2008
12-Mo. Yield	0.00%
Expenses	-
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	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 09/02/1997	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997
Annualized Return(%)	1.6	30.5	4.8	20.4	-7.3	1.4	5.0	30.5	29.9	-5.6	-6.6	30.1	78.6	-11.0	209.8	-24.7	-89.0	-22.1	39.3	18.3	23.5	53.0	-15.4	22.3	21.6	44.8	3.9	-8.2
Sharpe Ratio	NA	1.97	0.22	0.92	-0.12	NA	0.07	1.95	1.92	-0.23	-0.29	1.25	3.39	-0.26	3.77	-0.16	-0.85	-0.75	2.39	0.93	1.0	1.85	-0.4	0.65	0.42	1.31	0.01	-0.77
Draw Down(%)	NA	13.9	26.0	26.0	98.6	NA	98.6	13.9	13.9	21.0	16.2	21.6	12.4	40.4	32.7	91.9	91.5	27.6	10.8	11.1	24.7	18.9	46.9	14.3	19.8	20.5	58.3	17.9
Standard Deviation(%)	NA	15.4	21.1	22.1	66.2	NA	52.9	15.4	15.4	24.0	22.9	24.0	23.4	42.8	55.7	155.3	105.1	33.5	15.1	17.3	22.5	28.2	41.7	31.3	41.7	31.8	51.3	34.1
Treynor Ratio	NA	0.58	0.07	0.24	-0.04	NA	0.03	0.57	0.56	-0.08	-0.07	0.23	0.71	-0.08	0.98	-0.08	-0.54	-0.17	0.49	0.22	0.33	0.83	-0.21	0.35	0.29	1.09	0.01	-0.53
Alpha	NA	0.08	0.0	0.03	0.0	NA	0.03	0.08	0.08	-0.02	-0.06	-0.04	0.17	-0.04	0.38	0.03	-0.41	-0.11	0.09	0.06	0.06	0.12	0.03	0.12	0.12	0.13	0.01	-0.12
Beta	NA	0.53	0.68	0.86	1.76	NA	1.28	0.53	0.53	0.68	0.9	1.34	1.12	1.47	2.14	3.11	1.66	1.5	0.74	0.73	0.69	0.63	0.79	0.58	0.61	0.38	0.43	0.49
RSquared	NA	0.2	0.19	0.25	0.31	NA	0.23	0.2	0.2	0.19	0.2	0.38	0.37	0.64	0.48	0.29	0.47	0.51	0.24	0.19	0.12	0.15	0.25	0.16	0.1	0.05	0.03	0.1
Yield(%)	N/A	0.0	0.0	0.0	1.5	5.0	N/A	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	9.5	8.0	9.1	9.3	9.9	12.7	9.0	10.0	9.4	10.2	9.0	0.0
Dividend Growth(%)	N/A	N/A	N/A	-100.0	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	-100.0	-16.9	11.7	8.1	5.8	4.3	8.6	11.7	6.0	24.7	8.7	N/A	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/1997

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