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
LBC (Luther Burbank) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 01/07/2009, Common starting date is 07/30/2003
More Performance Analytics Comparison
Name Start Date End Date
LBC (Luther Burbank) 07/30/2003 01/06/2009
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA 0.00 -46.38 -11.37 6.76 4.90 15.16 10.41
Sharpe Ratio NA -0.88 -0.66 -0.40 NA NA NA 0.00 -0.89 -0.77 0.30 0.23 0.98 1.75
Standard Deviation(%) NA 53.82 34.43 28.74 NA NA NA NA 53.07 18.82 11.61 11.82 14.49 14.67
Draw Down(%) NA 61.43 64.55 64.55 NA NA NA 0.00 61.43 24.29 12.17 11.91 14.76 5.63
Yield(%) 0.00 10.48 9.17 9.47 5.43 3.62 2.72 0.00 10.23 11.29 8.61 9.70 10.45 4.12
Data as of 01/07/2009, Common starting date is 07/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LBC (Luther Burbank) -20.24%
Dec 2005 – Dec 2008
-9.33%
Dec 2003 – Dec 2008
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LBC (Luther Burbank) 11.99%
Apr 2004 – Apr 2007
4.44%
Aug 2003 – Aug 2008
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return