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
AMR (Alpha Metallurgical Resources, Inc.) NA -97.04% -72.24% -62.82% -37.17% -26.20% -19.77%
Data as of 01/04/2012, Common starting date is 01/02/1980
More Performance Analytics Comparison
Name Start Date End Date
AMR (Alpha Metallurgical Resources, Inc.) 01/02/1980 01/04/2012
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -97.04 -72.24 -62.82 -37.17 -26.20 -19.77
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 0.00 6.50 5.67
Data as of 01/04/2012, Common starting date is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMR (Alpha Metallurgical Resources, Inc.) -67.99%
Dec 2008 – Dec 2011
-60.18%
Nov 2006 – Nov 2011
-34.30%
Nov 2001 – Nov 2011
-25.14%
Nov 1996 – Nov 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMR (Alpha Metallurgical Resources, Inc.) 134.41%
Mar 2003 – Mar 2006
43.51%
Jun 1980 – Jun 1985
23.38%
Apr 1980 – Apr 1990
16.18%
Jun 1980 – Jun 1995
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return