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
CSBC (Citizens South Banking Corp) NA 76.08% 7.91% -8.55% -15.28% NA NA
Data as of 09/28/2012, Common starting date is 05/20/1998
More Performance Analytics Comparison
Name Start Date End Date
CSBC (Citizens South Banking Corp) 05/20/1998 09/28/2012
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 76.08 7.91 -8.55 -15.28 NA NA
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(%) 1.00 1.37 1.33 1.00 1.85 1.39
Data as of 09/28/2012, Common starting date is 05/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSBC (Citizens South Banking Corp) -34.53%
Aug 2002 – Aug 2005
-21.51%
Sep 2002 – Sep 2007
-17.99%
Dec 2001 – Dec 2011
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSBC (Citizens South Banking Corp) 21.53%
Sep 1999 – Sep 2002
6.73%
Oct 2002 – Oct 2007
-9.17%
Aug 1998 – Aug 2008
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return