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
ESMT (EngageSmart LLC) NA 0.00% -24.61% -48.14% NA NA NA
Data as of 10/02/2009, Common starting date is 07/17/2003
More Performance Analytics Comparison
Name Start Date End Date
ESMT (EngageSmart LLC) 07/17/2003 10/02/2009
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 -24.61 -48.14 NA 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(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/02/2009, Common starting date is 07/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESMT (EngageSmart LLC) -70.12%
Dec 2004 – Dec 2007
-64.40%
Mar 2004 – Mar 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESMT (EngageSmart LLC) -20.63%
Sep 2006 – Sep 2009
-47.47%
Jul 2004 – Jul 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return