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
SOLN (Southern Co) NA -28.67% -3.92% -18.29% NA NA NA
Data as of 05/24/2013, Common starting date is 04/19/2005
More Performance Analytics Comparison
Name Start Date End Date
SOLN (Southern Co) 04/19/2005 05/24/2013
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -28.67 -3.92 -18.29 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 05/24/2013, Common starting date is 04/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SOLN (Southern Co) -39.18%
Jan 2006 – Jan 2009
-41.29%
Oct 2005 – Oct 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SOLN (Southern Co) 8.35%
Aug 2009 – Aug 2012
2.73%
Nov 2006 – Nov 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return