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
IVGN (Invitrogen Corp) NA -51.15% -11.52% -7.27% NA NA NA
Data as of 11/21/2008, Common starting date is 02/26/1999
More Performance Analytics Comparison
Name Start Date End Date
IVGN (Invitrogen Corp) 02/26/1999 11/21/2008
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) -11.26 -51.15 -11.52 -7.27 NA NA NA -52.40 65.06 -15.08 -0.73 -3.98 123.43 -49.48 -28.31 43.97 290.12
Sharpe Ratio NA -1.15 -0.41 -0.26 NA NA NA -1.24 2.58 -0.72 -0.11 -0.13 3.24 -0.93 -0.51 0.37 6.22
Standard Deviation(%) NA 45.46 34.11 35.82 NA NA NA 46.21 24.17 25.52 25.84 38.08 37.85 54.58 61.21 108.35 63.26
Draw Down(%) NA 57.13 57.13 57.13 NA NA NA 56.40 9.29 26.31 30.03 42.71 14.15 56.84 44.55 58.91 30.17
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
Data as of 11/21/2008, Common starting date is 02/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVGN (Invitrogen Corp) -28.38%
Feb 2000 – Feb 2003
-5.06%
Dec 2000 – Dec 2005
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVGN (Invitrogen Corp) 38.64%
Mar 1999 – Mar 2002
40.96%
Mar 1999 – Mar 2004
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return