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
MBDE (Morris Business Development Company) NA 266.67% 76.52% 29.67% NA NA NA
Data as of 12/05/2014, Common starting date is 05/10/2007
More Performance Analytics Comparison
Name Start Date End Date
MBDE (Morris Business Development Company) 05/10/2007 12/05/2014
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 266.67 76.52 29.67 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/05/2014, Common starting date is 05/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBDE (Morris Business Development Company) -58.99%
May 2008 – May 2011
-36.48%
Sep 2008 – Sep 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBDE (Morris Business Development Company) 115.44%
Jun 2011 – Jun 2014
31.95%
Sep 2009 – Sep 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return