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
HTCH (Hutchinson Technology Inc) NA 118.58% 1.02% 18.11% -16.09% -9.67% -6.17%
Data as of 10/28/2016, Common starting date is 03/26/1990
More Performance Analytics Comparison
Name Start Date End Date
HTCH (Hutchinson Technology Inc) 03/26/1990 10/28/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990
Annualized Return (%) 0.00 118.58 1.02 18.11 -16.09 -9.67 -6.17 11.42 2.57 9.37 60.00 33.33 -59.57 -63.84 194.83 -86.78 11.67 -17.15 -17.70 12.42 48.55 -10.85 68.87 -35.29 -40.14 62.29 -13.65 79.88 70.71 -15.38 -31.78 185.83 62.16 -11.90
Sharpe Ratio NA 0.65 -0.24 -0.04 -0.43 NA NA -0.18 -0.16 -0.13 0.53 0.26 -1.11 -1.09 1.53 -1.11 -0.28 -1.05 -0.99 -0.18 0.62 -0.55 0.83 -0.76 -0.59 0.78 -0.26 1.13 1.19 -0.31 -0.53 2.82 1.11 -0.32
Standard Deviation(%) NA 131.14 95.36 86.27 84.19 NA NA 121.70 98.84 68.46 78.15 57.84 70.26 75.45 115.32 96.03 36.53 37.69 39.28 39.15 46.96 55.82 58.86 77.28 73.57 75.72 65.35 66.95 56.38 58.48 63.65 64.18 52.15 64.44
Draw Down(%) NA 64.91 72.55 80.12 95.47 NA NA 64.91 69.65 54.15 55.93 49.80 65.84 75.96 70.23 93.18 24.43 43.08 43.44 43.72 26.90 49.38 28.57 56.21 63.78 60.89 49.51 47.32 52.53 45.45 58.79 50.78 36.36 58.33
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 0.00 0.00 0.00 0.00
Data as of 10/28/2016, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTCH (Hutchinson Technology Inc) -59.70%
Feb 2006 – Feb 2009
-43.22%
Oct 2007 – Oct 2012
-26.76%
Jun 2005 – Jun 2015
-18.66%
Jul 1997 – Jul 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTCH (Hutchinson Technology Inc) 59.30%
Sep 1990 – Sep 1993
60.33%
Sep 1990 – Sep 1995
26.81%
Sep 1990 – Sep 2000
18.85%
Sep 1990 – Sep 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return