Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXTBX (RiverSource Port Builder Total Equity B) | NA | 31.65% | 2.05% | 1.91% | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 08/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXTBX (RiverSource Port Builder Total Equity B) | 08/02/2004 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.65 | 2.05 | 1.91 | NA | NA | NA | … | … | 4.25 | 16.35 | 31.47 | -41.45 | 6.76 | 15.60 | 8.27 | 13.36 |
| Sharpe Ratio | NA | 2.17 | 0.06 | 0.04 | NA | NA | NA | … | … | 0.69 | 0.83 | 1.15 | -1.11 | 0.23 | 1.12 | 0.64 | 3.54 |
| Standard Deviation(%) | NA | 14.58 | 29.06 | 24.80 | NA | NA | NA | … | … | 12.53 | 19.64 | 27.23 | 38.21 | 16.24 | 11.00 | 9.61 | 9.44 |
| Draw Down(%) | NA | 7.13 | 48.74 | 58.00 | NA | NA | NA | … | … | 6.88 | 16.09 | 25.70 | 51.64 | 11.51 | 11.26 | 6.78 | 3.56 |
| Yield(%) | 0.00 | 0.42 | 0.54 | 4.74 | 3.32 | 2.22 | 1.66 | … | … | 0.00 | 0.38 | 1.06 | 0.51 | 14.89 | 7.18 | 2.55 | 0.79 |
Data as of 07/01/2011, Common starting date is 08/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXTBX (RiverSource Port Builder Total Equity B) |
-16.89%
Feb 2006 – Feb 2009 |
-1.11%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXTBX (RiverSource Port Builder Total Equity B) |
15.98%
Oct 2004 – Oct 2007 |
2.72%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart