Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GESBX (GE Total Return B) | NA | 14.39% | -0.38% | 2.52% | 3.13% | NA | NA | 5.66% |
Data as of 02/22/2011, AR inception is 03/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GESBX (GE Total Return B) | 03/24/1997 | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 14.39 | -0.38 | 2.52 | 3.13 | NA | NA | 5.66 | 3.60 | 8.79 | 20.18 | -31.18 | 10.79 | 13.06 | 2.78 | 7.22 | 19.74 | -10.40 | -4.22 | 4.16 | 12.44 | 15.62 | 14.22 |
| Sharpe Ratio | NA | 1.18 | -0.04 | 0.07 | 0.13 | NA | NA | 0.26 | 4.06 | 0.69 | 1.30 | -1.24 | 0.63 | 1.21 | 0.10 | 0.84 | 1.87 | -0.85 | -0.63 | 0.01 | 0.98 | 1.08 | 1.48 |
| Standard Deviation(%) | NA | 12.08 | 18.77 | 16.26 | 13.53 | NA | NA | 12.60 | 7.12 | 12.63 | 15.43 | 25.83 | 12.38 | 8.10 | 6.46 | 7.45 | 10.21 | 13.45 | 10.62 | 10.51 | 9.36 | 11.34 | 10.25 |
| Draw Down(%) | NA | 11.24 | 39.93 | 41.93 | 41.93 | NA | NA | 41.93 | 1.23 | 11.24 | 15.27 | 39.84 | 7.53 | 8.97 | 4.93 | 6.53 | 7.91 | 18.09 | 16.36 | 5.49 | 7.13 | 14.26 | 6.15 |
| Yield(%) | 0.00 | 0.00 | 2.09 | 5.31 | 4.47 | 5.62 | 4.21 | 6.48 | 0.00 | 0.00 | 0.97 | 5.33 | 10.72 | 10.12 | 8.35 | 2.72 | 0.68 | 1.12 | 5.31 | 8.81 | 5.78 | 10.85 | 5.01 |
Data as of 02/22/2011, AR inception is 03/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GESBX (GE Total Return B) |
-8.93%
Feb 2006 - Feb 2009 |
-3.32%
Feb 2004 - Feb 2009 |
0.27%
Feb 1999 - Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GESBX (GE Total Return B) |
14.26%
Apr 1997 - Apr 2000 |
11.73%
Sep 2002 - Sep 2007 |
7.47%
Apr 1997 - Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart