Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FABUX (EquiTrust Value Growth B) | NA | 23.28% | 2.32% | 1.55% | 4.29% | 3.09% | NA | … | … |
Data as of 08/25/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FABUX (EquiTrust Value Growth B) | 06/21/1996 | 08/25/2011 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.28 | 2.32 | 1.55 | 4.29 | 3.09 | NA | … | … | 3.41 | 13.11 | 24.42 | -32.36 | 2.20 | 10.77 | 5.96 | 10.90 | 31.88 | -10.60 | 6.62 | 13.69 | -5.61 | -26.20 | 7.79 | 13.29 |
| Sharpe Ratio | NA | 1.79 | 0.08 | 0.02 | 0.16 | NA | NA | … | … | 0.41 | 0.77 | 0.98 | -0.94 | -0.06 | 0.90 | 0.41 | 1.00 | 2.26 | -0.67 | 0.34 | 0.66 | -0.63 | -1.97 | -6.05 | 0.82 |
| Standard Deviation(%) | NA | 12.96 | 26.41 | 22.42 | 18.34 | NA | NA | … | … | 12.73 | 16.93 | 24.89 | 35.41 | 13.60 | 8.31 | 9.31 | 9.91 | 13.81 | 17.33 | 12.99 | 14.70 | 13.91 | 14.99 | 7.80 | 28.23 |
| Draw Down(%) | NA | 7.53 | 43.86 | 51.27 | 51.27 | NA | NA | … | … | 7.53 | 15.17 | 24.91 | 43.15 | 8.90 | 7.71 | 6.08 | 7.12 | 11.76 | 22.66 | 15.29 | 13.37 | 16.82 | 37.40 | 6.79 | 12.96 |
| Yield(%) | 0.00 | 0.00 | 0.15 | 0.39 | 0.57 | 2.69 | 2.03 | … | … | 0.00 | 0.00 | 0.00 | 0.41 | 1.09 | 0.34 | 0.38 | 0.47 | 0.30 | 1.19 | 0.70 | 0.93 | 5.62 | 2.07 | 16.63 | 14.30 |
Data as of 08/25/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FABUX (EquiTrust Value Growth B) |
-14.31%
Feb 2006 – Feb 2009 |
-7.52%
Mar 1998 – Mar 2003 |
0.81%
Feb 1999 – Feb 2009 |
3.23%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FABUX (EquiTrust Value Growth B) |
18.97%
Mar 2003 – Mar 2006 |
14.92%
Sep 2002 – Sep 2007 |
6.08%
Feb 2000 – Feb 2010 |
3.23%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart