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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BEZ (Baldor Electric Co) NA 147.66% 35.34% 20.56% 14.05% 13.01% 17.23% 14.26%
Data as of 01/27/2011, AR inception is 09/07/1984
More Performance Analytics Comparison
Name Start Date End Date
BEZ (Baldor Electric Co) 09/07/1984 01/27/2011
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 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
Annualized Return (%) 0.13 147.66 35.34 20.56 14.05 13.01 17.23 14.26 0.73 127.48 62.97 -45.53 2.45 33.17 -4.58 23.37 18.52 -3.20 0.73 20.70 -6.03 -3.16 20.92 26.46 14.86 16.31 33.41 46.46 47.29 -16.74 42.94 13.33 8.87 -3.46 -2.42 -5.04
Sharpe Ratio NA 3.28 0.62 0.38 0.30 NA NA 0.30 4.85 2.49 1.12 -0.66 -0.02 1.06 -0.28 0.86 0.65 -0.11 -0.05 0.59 -0.36 -0.23 -1.93 0.83 0.59 0.59 1.33 2.00 1.78 -1.18 2.06 0.54 0.17 -0.31 -0.34 -0.90
Standard Deviation(%) NA 44.94 58.91 50.78 42.67 NA NA 31.42 2.19 51.08 56.34 70.17 33.72 28.37 23.80 25.99 27.43 39.31 33.98 28.32 25.87 28.16 17.71 27.34 18.83 22.79 23.53 21.82 24.29 18.55 18.07 16.00 28.38 24.27 22.31 23.77
Draw Down(%) NA 18.16 73.12 78.80 78.80 NA NA 78.80 0.16 18.16 47.29 71.78 36.02 21.12 15.76 11.94 14.44 30.70 27.03 20.49 17.34 27.44 9.02 21.25 21.49 20.44 12.73 10.34 18.74 23.41 18.89 15.78 37.39 29.41 20.83 17.23
Yield(%) 0.00 2.62 2.46 2.43 2.81 2.86 3.19 2.11 0.00 2.36 3.68 2.09 2.05 2.57 2.28 2.46 2.63 2.52 1.97 2.70 2.32 1.92 1.57 1.61 1.04 0.83 0.95 0.72 0.99 0.75 0.63 0.28 0.14 0.00 0.00 0.00
Data as of 01/27/2011, AR inception is 09/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BEZ (Baldor Electric Co) -26.06%
Feb 2006 - Feb 2009
-10.07%
Feb 2004 - Feb 2009
-1.84%
Feb 1999 - Feb 2009
2.16%
Feb 1994 - Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BEZ (Baldor Electric Co) 45.39%
Jan 1991 - Jan 1994
36.23%
Sep 1990 - Sep 1995
24.69%
Oct 1987 - Oct 1997
17.34%
Jun 1992 - Jun 2007
Annualized Rolling Returns Comparison Chart