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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
BF.B (Brown-Forman Corporation) NA 24.24% 21.37% 23.33% 15.34% 13.61% 14.49% 15.37%
Data as of 12/05/2014, AR inception is 09/10/1984
More Performance Analytics Comparison
Name Start Date End Date
BF.B (Brown-Forman Corporation) 09/10/1984 12/05/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr 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
Annualized Return (%) -5.65 24.24 21.37 23.33 15.34 13.61 14.49 15.37 22.33 22.19 19.70 17.24 32.64 6.71 -11.55 13.50 -3.26 44.36 5.71 44.09 5.26 -5.06 17.26 -23.78 38.01 21.85 26.67 21.04 6.02 6.25 0.72 18.61 -20.67 53.42 64.16 -12.57 30.83 50.52 7.85
Sharpe Ratio NA 1.48 1.28 1.20 0.63 NA NA 0.47 1.47 1.34 1.15 0.67 1.61 0.22 -0.33 0.48 -0.37 2.41 0.32 2.31 0.18 -0.34 0.47 -0.96 1.30 -1.37 0.84 0.71 0.14 0.21 -0.10 0.79 -1.01 2.49 2.01 -0.39 1.16 1.87 0.86
Standard Deviation(%) NA 16.41 16.73 19.51 23.13 NA NA 24.13 16.39 16.59 17.19 25.79 20.20 29.80 37.96 22.00 17.78 17.50 15.10 18.82 23.50 21.90 28.25 28.22 26.71 24.23 27.20 24.12 22.09 20.22 15.95 18.67 25.51 19.18 29.51 42.51 22.92 24.19 24.75
Draw Down(%) NA 13.22 13.22 18.65 40.71 NA NA 50.50 13.22 8.83 11.26 18.65 10.25 29.65 34.07 11.07 19.37 8.36 12.77 9.54 25.78 16.18 26.62 26.87 10.31 13.18 15.16 8.15 13.17 17.27 17.91 17.27 37.00 11.48 17.05 50.50 20.62 11.49 6.56
Yield(%) 0.32 1.59 1.42 2.16 2.18 1.44 2.65 3.15 1.58 1.65 1.47 1.43 2.27 2.20 1.54 1.51 1.28 1.69 0.76 0.93 0.91 0.82 0.87 0.64 0.83 0.95 1.12 1.27 0.44 0.45 0.40 0.45 0.32 0.42 0.53 0.11 0.50 0.16 0.00
Data as of 12/05/2014, AR inception is 09/10/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BF.B (Brown-Forman Corporation) -12.84%
Mar 2006 - Mar 2009 		1.07%
Sep 1989 - Sep 1994 		5.34%
Nov 1998 - Nov 2008 		9.20%
Dec 1989 - Dec 2004
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BF.B (Brown-Forman Corporation) 34.02%
Nov 1987 - Nov 1990 		34.10%
Dec 1984 - Dec 1989 		18.89%
Nov 1987 - Nov 1997 		17.56%
Oct 1984 - Oct 1999
Annualized Rolling Returns Comparison Chart