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
JAX (J. Alexander’s Holdings Inc) NA 109.87% 47.57% 2.63% 18.24% 5.24% 4.62%
Data as of 10/26/2012, Common starting date is 01/06/1988
More Performance Analytics Comparison
Name Start Date End Date
JAX (J. Alexander’s Holdings Inc) 01/06/1988 10/26/2012
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988
Annualized Return (%) 0.00 109.87 47.57 2.63 18.24 5.24 4.62 131.36 19.05 41.51 55.23 -77.24 19.04 12.37 9.71 2.49 122.15 47.73 -4.76 -26.21 -22.53 -19.03 -40.12 -13.16 58.33 -45.45 62.96 157.63 109.60 -24.09 -23.88 -29.33
Sharpe Ratio NA 2.87 0.98 0.04 0.32 NA NA 4.16 0.48 0.67 0.73 -0.94 0.36 0.50 0.22 0.05 2.81 0.74 -0.13 -0.57 -0.38 -0.35 -2.40 -0.48 1.17 -1.11 1.41 2.73 1.23 -0.29 -0.30 -0.40
Standard Deviation(%) NA 38.21 48.57 63.22 52.00 NA NA 42.40 39.30 61.75 75.83 82.87 44.16 18.34 34.75 32.47 43.17 63.22 56.83 52.96 67.38 64.40 39.53 34.36 46.66 43.50 42.87 56.19 85.28 102.14 97.67 84.91
Draw Down(%) NA 19.74 31.14 87.04 88.56 NA NA 12.95 23.58 31.14 28.13 83.81 34.04 8.23 23.08 27.15 22.40 35.62 34.55 63.65 57.88 61.50 54.45 31.11 31.34 58.18 19.97 18.75 30.77 50.72 60.06 53.85
Yield(%) 0.00 0.00 0.00 0.16 1.07 0.29 0.25 0.00 0.00 0.00 0.00 0.00 1.12 1.25 1.33 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 10/26/2012, Common starting date is 01/06/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JAX (J. Alexander's Holdings Inc) -39.92%
Oct 1996 – Oct 1999
-28.19%
Apr 1996 – Apr 2001
-9.83%
May 1993 – May 2003
-11.23%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JAX (J. Alexander's Holdings Inc) 108.67%
Jan 1991 – Jan 1994
51.59%
Sep 1990 – Sep 1995
16.68%
Sep 2002 – Sep 2012
13.21%
Dec 1990 – Dec 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return