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
BNI (Burlington Northern Santa Fe Corp) NA 53.86% 10.03% 18.00% 18.21% 13.73% 13.54% … …
Data as of 02/12/2010, Common starting date is 01/02/1980
More Performance Analytics Comparison
Name Start Date End Date
BNI (Burlington Northern Santa Fe Corp) 01/02/1980 02/12/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) 0.49 53.86 10.03 18.00 18.21 13.73 13.54 … … 1.61 33.10 -7.59 14.30 5.52 51.70 48.83 26.78 -7.25 2.43 19.21 -28.09 11.64 8.09 11.27 63.05 -16.22 34.07 9.56 48.33 -4.77 48.25 32.45 20.25 -19.70 47.81 -3.52 90.76 -1.64 -12.99 128.39
Sharpe Ratio NA 1.39 0.24 0.49 0.54 NA NA … … 6.74 0.73 -0.22 0.44 0.08 2.08 2.46 1.31 -0.27 0.00 0.34 -0.82 0.30 -2.35 0.37 2.55 -0.87 1.43 0.24 1.25 -0.31 1.54 1.14 0.36 -0.82 1.82 -0.36 3.29 -0.24 -0.70 2.93
Standard Deviation(%) NA 38.77 36.32 32.77 31.23 NA NA … … 2.21 45.35 39.04 25.87 29.25 23.83 19.49 19.84 30.90 30.73 44.77 38.04 28.16 19.96 21.02 23.25 22.07 22.22 29.65 35.60 31.81 27.57 24.31 44.66 29.11 23.37 28.23 25.59 37.43 32.69 41.07
Draw Down(%) NA 22.49 54.42 54.42 54.42 NA NA … … 0.41 36.53 37.12 17.60 25.96 16.12 9.38 13.08 23.24 30.05 28.36 38.11 22.68 20.72 11.10 10.47 29.08 16.54 28.94 17.83 40.89 15.15 20.30 38.63 41.75 13.50 27.84 12.56 35.26 46.10 32.77
Yield(%) 0.00 2.40 1.76 2.46 3.79 1.31 1.89 … … 0.00 2.04 1.74 1.54 1.28 1.59 2.00 2.01 1.67 1.68 2.04 1.44 0.47 0.46 0.52 0.82 0.70 0.92 1.00 1.39 1.26 84.62 1.11 1.24 0.82 1.00 0.30 0.56 0.47 0.38 0.35
Data as of 02/12/2010, Common starting date is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BNI (Burlington Northern Santa Fe Corp) -11.27%
Sep 1997 – Sep 2000 		-4.83%
Mar 1998 – Mar 2003 		4.99%
Mar 1993 – Mar 2003 		8.51%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BNI (Burlington Northern Santa Fe Corp) 56.86%
Jul 1982 – Jul 1985 		38.20%
Jul 1982 – Jul 1987 		27.71%
Mar 1980 – Mar 1990 		24.59%
Jul 1982 – Jul 1997
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return