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
FFSL (First Independence Corp) NA -0.34% 35.80% 23.92% -0.02% 6.30% 5.94%
Data as of 10/28/2015, Common starting date is 10/08/1993
More Performance Analytics Comparison
Name Start Date End Date
FFSL (First Independence Corp) 10/08/1993 10/28/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Annualized Return (%) 0.17 -0.34 35.80 23.92 -0.02 6.30 5.94 -0.40 4.14 158.81 63.25 -23.81 -34.13 -22.51 -42.31 11.19 -5.04 9.54 13.30 17.89 13.27 34.06 13.17 2.78 -26.22 37.65 15.16 40.50 19.30 -7.77
Sharpe Ratio NA -0.01 0.67 0.32 -0.01 NA NA -0.01 0.09 2.68 1.22 -0.20 -0.19 -0.31 -1.62 0.29 -0.38 0.42 0.48 0.32 0.35 0.61 0.18 -0.01 -0.49 -0.42 0.33 0.82 0.57 -0.96
Standard Deviation(%) NA 46.12 53.44 67.89 68.74 NA NA 43.18 45.80 59.28 52.33 118.10 182.02 70.24 27.70 27.85 22.08 17.57 25.67 51.81 36.17 53.23 51.59 58.14 58.88 42.83 35.10 43.61 29.44 32.86
Draw Down(%) NA 28.12 32.66 45.38 80.49 NA NA 28.12 32.66 22.92 23.70 35.45 45.00 31.57 42.31 15.41 12.80 8.95 13.64 15.66 13.94 8.76 22.99 14.13 36.35 11.37 7.79 8.97 15.38 10.58
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/28/2015, Common starting date is 10/08/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFSL (First Independence Corp) -38.01%
Dec 2008 – Dec 2011
-25.29%
Dec 2006 – Dec 2011
-7.99%
Dec 2001 – Dec 2011
-2.23%
Jul 1996 – Jul 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFSL (First Independence Corp) 63.86%
Dec 2011 – Dec 2014
26.75%
Mar 2000 – Mar 2005
16.43%
Apr 1994 – Apr 2004
8.77%
Nov 1993 – Nov 2008
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return