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
PLCM (Polycom Inc) NA -11.18% 5.83% -6.40% -0.90% -1.03% 11.41%
Data as of 10/28/2016, Common starting date is 05/01/1996
More Performance Analytics Comparison
Name Start Date End Date
PLCM (Polycom Inc) 05/01/1996 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
Annualized Return (%) 0.00 -11.18 5.83 -6.40 -0.90 -1.03 11.41 -0.95 -6.74 20.21 7.36 -35.83 -16.37 56.11 84.83 -51.37 -10.13 102.03 -34.39 19.47 105.04 -72.06 5.85 1.08 186.24 309.19 11.54 -45.07
Sharpe Ratio NA -0.40 0.20 -0.17 -0.03 NA NA -0.04 -0.22 0.78 0.20 -0.69 -0.27 1.55 2.03 -0.85 -0.36 2.97 -1.10 0.46 2.03 -0.93 0.03 -0.03 2.05 3.63 -0.56 -0.73
Standard Deviation(%) NA 28.62 28.26 38.21 45.28 NA NA 30.27 31.04 26.00 36.52 52.31 60.15 36.10 41.83 61.22 36.26 33.47 33.12 40.16 51.49 78.34 107.59 106.18 89.44 84.18 77.38 85.38
Draw Down(%) NA 36.04 36.22 63.15 76.05 NA NA 28.67 28.34 24.51 21.92 63.15 53.77 22.48 23.22 56.53 37.23 10.72 39.67 28.91 32.91 82.18 69.28 59.17 51.40 55.80 51.65 63.10
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
Data as of 10/28/2016, Common starting date is 05/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLCM (Polycom Inc) -44.34%
Feb 2000 – Feb 2003
-25.12%
Oct 2000 – Oct 2005
-8.59%
Sep 2000 – Sep 2010
-7.45%
Sep 2000 – Sep 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLCM (Polycom Inc) 201.92%
Apr 1997 – Apr 2000
70.36%
Jan 1997 – Jan 2002
36.93%
Apr 1997 – Apr 2007
21.87%
Feb 1997 – Feb 2012
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return