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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
RDISX (Laudus Rosenberg U.S. Discovery Sel) NA 22.03% -7.90% -1.19% NA NA NA 5.75%
Data as of 09/02/2010, AR inception is 05/10/2001
More Performance Analytics Comparison
Name Start Date End Date
RDISX (Laudus Rosenberg U.S. Discovery Sel) 05/10/2001 09/02/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.00 22.03 -7.90 -1.19 NA NA NA 5.75 7.77 27.14 -41.20 2.03 13.24 9.08 18.71 39.71 -4.84 3.20
Sharpe Ratio NA 1.34 -0.27 -0.11 NA NA NA 0.19 0.80 0.97 -1.03 -0.05 0.65 0.50 1.24 2.65 -0.31 0.25
Standard Deviation(%) NA 16.33 30.54 25.94 NA NA NA 21.43 14.65 27.77 40.74 18.15 15.32 13.80 14.36 14.71 19.12 13.11
Draw Down(%) NA 10.48 57.97 59.13 NA NA NA 59.13 10.48 25.91 55.12 13.70 13.75 10.39 12.02 10.39 22.28 13.90
Yield(%) 0.00 1.35 2.99 3.04 2.85 1.90 1.43 3.17 0.41 0.97 0.83 7.82 2.93 2.10 1.60 0.00 0.00 0.00
Data as of 09/02/2010, AR inception is 05/10/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RDISX (Laudus Rosenberg U.S. Discovery Sel) -18.39%
Feb 2006 - Feb 2009
-6.63%
Feb 2004 - Feb 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RDISX (Laudus Rosenberg U.S. Discovery Sel) 27.40%
Mar 2003 - Mar 2006
17.52%
Sep 2002 - Sep 2007
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart