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
ATNIX (Threadneedle Intl Opportunity I ) NA 32.73% -2.76% 2.80% NA NA NA
Data as of 05/18/2011, Common starting date is 06/13/2005
More Performance Analytics Comparison
Name Start Date End Date
ATNIX (Threadneedle Intl Opportunity I ) 06/13/2005 05/18/2011
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.00 32.73 -2.76 2.80 NA NA NA 5.07 14.22 27.90 -40.37 12.86 24.28 16.17
Sharpe Ratio NA 1.69 -0.09 0.06 NA NA NA 0.92 0.65 1.01 -1.02 0.51 1.34 2.49
Standard Deviation(%) NA 19.26 30.62 26.77 NA NA NA 15.20 21.89 27.47 40.38 19.28 15.75 11.47
Draw Down(%) NA 9.54 53.44 56.26 NA NA NA 9.54 17.40 23.35 51.61 13.64 17.74 6.97
Yield(%) 0.00 1.54 1.53 1.77 1.15 0.77 0.57 0.00 1.36 2.57 2.07 1.33 1.98 0.00
Data as of 05/18/2011, Common starting date is 06/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATNIX (Threadneedle Intl Opportunity I ) -13.44%
Feb 2006 – Feb 2009
1.76%
Aug 2005 – Aug 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATNIX (Threadneedle Intl Opportunity I ) 10.79%
Jul 2005 – Jul 2008
4.56%
Oct 2005 – Oct 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return