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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
RDK (Ruddick Corp.) NA 4.80% 22.80% 7.46% 11.21% 8.96% 10.08% 12.66%
Data as of 03/30/2012, AR inception is 07/01/1991
More Performance Analytics Comparison
Name Start Date End Date
RDK (Ruddick Corp.) 07/01/1991 03/30/2012
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991
Annualized Return (%) -0.25 4.80 22.80 7.46 11.21 8.96 10.08 12.66 -5.63 17.27 44.81 -5.13 -19.03 26.68 32.74 0.00 23.64 34.07 -12.44 42.37 -23.49 -29.95 36.55 29.61 27.32 25.43 -12.96 20.10 38.96 15.32
Sharpe Ratio NA 0.16 0.80 0.20 0.31 NA NA 0.24 -0.79 0.57 1.71 -0.16 -0.48 0.61 1.31 -0.08 0.81 1.13 -0.36 0.91 -0.63 -0.94 0.90 -0.62 0.60 0.70 -0.55 0.91 1.24 0.92
Standard Deviation(%) NA 30.56 28.34 34.80 32.18 NA NA 33.79 26.57 30.08 26.08 33.20 41.01 38.66 22.50 28.72 28.05 29.45 37.98 44.91 43.94 35.36 36.78 41.21 39.17 30.89 28.87 19.81 29.17 31.75
Draw Down(%) NA 18.35 18.35 50.96 50.96 NA NA 51.07 10.70 18.35 14.95 33.05 35.30 15.53 10.08 30.27 16.44 15.66 24.13 17.39 31.34 31.65 22.75 20.65 21.42 28.64 30.09 15.01 26.31 16.09
Yield(%) 0.00 1.37 2.23 1.63 2.72 2.79 2.07 3.29 0.33 1.40 1.85 1.74 1.43 1.62 2.04 2.05 2.25 2.60 2.25 2.34 2.29 1.59 1.85 2.46 2.65 1.38 1.01 1.37 1.53 1.19
Data as of 03/30/2012, AR inception is 07/01/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RDK (Ruddick Corp.) -12.73%
Nov 1997 - Nov 2000
-5.10%
Mar 1998 - Mar 2003
3.71%
Mar 1999 - Mar 2009
8.11%
Feb 1994 - Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RDK (Ruddick Corp.) 36.62%
Nov 1994 - Nov 1997
26.85%
Mar 2003 - Mar 2008
15.00%
Jul 2000 - Jul 2010
13.52%
Aug 1992 - Aug 2007
Annualized Rolling Returns Comparison Chart