Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FHBAX (EquiTrust High-Grade Bond A) | NA | 2.14% | 7.02% | 4.42% | NA | NA | NA | 4.30% |
Data as of 08/25/2011, AR inception is 12/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHBAX (EquiTrust High-Grade Bond A) | 12/06/2005 | 08/25/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.14 | 7.02 | 4.42 | NA | NA | NA | 4.30 | 2.89 | 7.02 | 11.76 | -2.82 | 2.61 | 0.00 | 0.58 |
| Sharpe Ratio | NA | 0.52 | 1.40 | 0.72 | NA | NA | NA | 0.54 | 1.28 | 1.60 | 2.33 | -0.58 | -0.12 | -1.20 | 1.85 |
| Standard Deviation(%) | NA | 4.01 | 4.94 | 4.65 | NA | NA | NA | 4.47 | 3.45 | 4.32 | 5.02 | 6.42 | 3.56 | 2.76 | 3.38 |
| Draw Down(%) | NA | 3.16 | 7.32 | 9.13 | NA | NA | NA | 9.13 | 1.33 | 3.16 | 2.01 | 9.13 | 2.89 | 3.92 | 0.58 |
| Yield(%) | 0.00 | 2.45 | 3.74 | 3.21 | 1.60 | 1.06 | 0.80 | 3.19 | 1.28 | 2.87 | 4.08 | 5.06 | 2.92 | 0.00 | 0.00 |
Data as of 08/25/2011, AR inception is 12/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHBAX (EquiTrust High-Grade Bond A) |
0.07%
Feb 2006 - Feb 2009 |
3.64%
Jan 2006 - Jan 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHBAX (EquiTrust High-Grade Bond A) |
6.88%
Jul 2008 - Jul 2011 |
4.64%
May 2006 - May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart