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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GESDX (GE Total Return Y ) NA 15.44% 0.58% 3.68% 4.23% NA NA 7.17%
Data as of 02/22/2011, AR inception is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
GESDX (GE Total Return Y ) 06/21/1996 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 1996
Annualized Return (%) 0.73 15.44 0.58 3.68 4.23 NA NA 7.17 3.58 9.93 21.43 -30.52 11.94 14.94 3.85 8.27 20.93 -9.46 -3.29 5.23 13.56 16.78 17.69 9.07
Sharpe Ratio NA 1.28 0.02 0.14 0.21 NA NA 0.15 4.10 0.78 1.38 -1.22 0.72 1.44 0.26 0.98 1.98 -0.79 -0.54 0.11 1.11 1.13 -3.88 2.17
Standard Deviation(%) NA 12.01 18.74 16.25 13.52 NA NA 12.40 7.01 12.57 15.45 25.79 12.44 8.09 6.47 7.48 10.22 13.43 10.59 10.48 9.34 11.86 9.65 6.62
Draw Down(%) NA 10.98 39.44 41.16 41.16 NA NA 41.16 1.17 10.98 15.15 39.32 7.49 8.90 4.83 6.10 7.75 17.62 15.85 5.34 6.88 14.05 6.08 3.65
Yield(%) 0.00 0.94 2.84 6.08 5.31 7.28 5.46 7.80 0.00 0.91 1.89 6.18 11.46 10.92 9.17 3.75 1.61 2.09 6.16 9.56 6.48 11.61 6.03 4.09
Data as of 02/22/2011, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GESDX (GE Total Return Y ) -7.80%
Feb 2006 - Feb 2009
-2.22%
Feb 2004 - Feb 2009
1.35%
Feb 1999 - Feb 2009
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GESDX (GE Total Return Y ) 17.17%
Jul 1996 - Jul 1999
13.00%
Sep 2002 - Sep 2007
8.64%
Apr 1997 - Apr 2007
0.00%
NA
Annualized Rolling Returns Comparison Chart