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
BEAM (Beam Therapeutics Inc.) NA 30.67% 10.47% 18.01% 3.43% 7.95% 14.79% … …
Data as of 04/30/2014, Common starting date is 01/04/1977
More Performance Analytics Comparison
Name Start Date End Date
BEAM (Beam Therapeutics Inc.) 01/04/1977 04/30/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977
Annualized Return (%) 0.00 30.67 10.47 18.01 3.43 7.95 14.79 … … 22.97 12.97 20.95 -13.81 41.73 7.58 -41.15 -13.58 11.58 8.96 9.86 57.04 19.92 35.68 -5.12 9.76 -10.45 102.10 27.17 36.69 33.52 -1.87 1.94 22.74 34.10 22.67 73.30 23.97 53.79 30.96 39.75 72.55 82.31 33.76 70.98 86.51 79.58 41.22
Sharpe Ratio NA 1.18 0.38 0.66 0.08 NA NA … … 2.29 0.75 1.07 -0.44 1.56 0.15 -0.94 -0.90 0.53 0.34 0.50 2.69 0.64 1.38 -0.24 0.22 -0.46 1.89 1.09 1.93 1.29 -0.15 -0.02 0.71 1.35 0.82 2.16 0.50 1.48 1.36 1.88 3.29 2.69 0.92 2.46 3.72 3.13 1.81
Standard Deviation(%) NA 25.91 26.43 27.34 29.14 NA NA … … 38.77 17.26 19.72 31.63 26.77 49.19 44.66 18.39 15.80 20.04 17.88 20.93 29.33 24.63 38.07 30.39 29.87 51.90 21.59 17.06 23.75 25.93 23.06 26.47 21.20 20.73 31.62 39.45 33.35 18.92 17.49 20.10 27.70 25.64 25.38 21.25 23.80 21.01
Draw Down(%) NA 11.09 30.89 30.89 78.88 NA NA … … 2.95 11.09 15.71 30.89 29.12 57.73 56.51 18.15 16.25 17.72 11.93 15.45 20.96 20.00 39.61 29.18 35.90 12.72 15.66 7.48 15.80 24.04 14.68 15.97 10.71 13.62 10.74 35.34 17.29 17.03 10.85 13.20 13.37 18.04 12.56 8.98 12.76 9.77
Yield(%) 0.00 1.39 1.30 2.05 2.23 3.81 13.91 … … 0.34 1.44 1.61 1.25 1.75 2.36 2.39 1.89 1.91 8.78 1.78 2.40 2.57 3.18 2.91 2.94 2.42 66.34 8.01 10.08 11.77 10.55 9.01 9.11 8.02 10.02 12.11 13.57 15.51 18.61 20.23 26.85 35.90 20.80 38.51 34.52 42.95 35.48
Data as of 04/30/2014, Common starting date is 01/04/1977
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BEAM (Beam Therapeutics Inc.) -30.94%
Mar 2006 – Mar 2009 		-17.58%
Mar 2004 – Mar 2009 		-1.24%
Mar 1999 – Mar 2009 		5.98%
Feb 1998 – Feb 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BEAM (Beam Therapeutics Inc.) 83.54%
Oct 1977 – Oct 1980 		72.98%
Oct 1977 – Oct 1982 		59.98%
Sep 1977 – Sep 1987 		49.44%
Apr 1977 – Apr 1992
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return