Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GEPDX (GE Premier Growth Equity Y ) | NA | 20.79% | 3.99% | 3.47% | 2.48% | NA | NA | 3.77% |
Data as of 02/22/2011, AR inception is 02/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEPDX (GE Premier Growth Equity Y ) | 02/10/1999 | 02/22/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 20.79 | 3.99 | 3.47 | 2.48 | NA | NA | 3.77 | 8.21 | 11.62 | 38.82 | -36.29 | 5.35 | 8.83 | 1.37 | 7.06 | 28.66 | -21.03 | -9.24 | -5.16 | 34.03 |
| Sharpe Ratio | NA | 1.17 | 0.12 | 0.08 | 0.05 | NA | NA | 0.09 | 7.02 | 0.63 | 1.29 | -0.92 | 0.15 | 0.53 | -0.08 | 0.53 | 1.50 | -0.77 | -0.51 | -0.40 | 1.95 |
| Standard Deviation(%) | NA | 17.63 | 31.01 | 25.85 | 22.99 | NA | NA | 22.38 | 10.88 | 18.37 | 30.03 | 40.17 | 15.44 | 10.55 | 9.64 | 11.63 | 18.67 | 28.78 | 23.14 | 23.18 | 18.21 |
| Draw Down(%) | NA | 17.17 | 49.29 | 51.13 | 51.13 | NA | NA | 51.13 | 1.85 | 17.17 | 24.01 | 48.71 | 8.69 | 9.86 | 7.83 | 11.28 | 13.71 | 32.24 | 29.86 | 14.55 | 12.74 |
| Yield(%) | 0.00 | 0.00 | 1.95 | 5.80 | 3.50 | 3.33 | 2.50 | 4.16 | 0.00 | 0.00 | 0.58 | 5.29 | 10.07 | 15.39 | 2.33 | 0.57 | 0.00 | 0.00 | 2.61 | 5.07 | 4.60 |
Data as of 02/22/2011, AR inception is 02/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEPDX (GE Premier Growth Equity Y ) |
-14.64%
Feb 2006 - Feb 2009 |
-7.20%
Feb 2004 - Feb 2009 |
-1.63%
Mar 1999 - Mar 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEPDX (GE Premier Growth Equity Y ) |
14.16%
Jan 2003 - Jan 2006 |
12.07%
Sep 2002 - Sep 2007 |
1.26%
Dec 2000 - Dec 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart