Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBAIX (First American Balanced Y) | NA | -22.93% | -5.50% | -0.11% | 0.12% | NA | NA | … | … |
Data as of 07/08/2009, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBAIX (First American Balanced Y) | 06/21/1996 | 07/08/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.93 | -5.50 | -0.11 | 0.12 | NA | NA | … | … | 3.72 | -30.27 | 6.44 | 9.89 | 8.25 | 8.76 | 18.37 | -11.88 | -8.74 | 15.10 | -1.39 | 0.65 | 15.47 | 13.08 |
| Sharpe Ratio | NA | -0.91 | -0.44 | -0.15 | -0.13 | NA | NA | … | … | 0.39 | -1.36 | 0.36 | 0.85 | 0.80 | 0.95 | 1.72 | -0.86 | -0.84 | 0.46 | -0.32 | -0.18 | -2.87 | 1.89 |
| Standard Deviation(%) | NA | 25.49 | 16.67 | 13.93 | 14.65 | NA | NA | … | … | 18.72 | 22.84 | 9.42 | 7.83 | 7.61 | 8.26 | 10.27 | 15.02 | 13.39 | 23.81 | 14.43 | 15.06 | 13.77 | 12.00 |
| Draw Down(%) | NA | 36.53 | 41.65 | 41.65 | 41.65 | NA | NA | … | … | 16.20 | 38.79 | 6.60 | 7.50 | 4.48 | 7.14 | 7.61 | 19.81 | 20.73 | 10.93 | 14.78 | 12.84 | 8.95 | 5.45 |
| Yield(%) | 0.00 | 2.92 | 8.56 | 6.61 | 5.02 | 5.33 | 4.00 | … | … | 2.27 | 2.78 | 12.91 | 9.43 | 1.68 | 1.57 | 2.04 | 1.99 | 2.12 | 19.00 | 6.74 | 4.59 | 9.77 | 6.96 |
Data as of 07/08/2009, 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 |
|---|---|---|---|---|
| FBAIX (First American Balanced Y) |
-10.18%
Feb 2006 – Feb 2009 |
-3.41%
Mar 1998 – Mar 2003 |
-0.44%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAIX (First American Balanced Y) |
13.53%
Mar 2003 – Mar 2006 |
11.52%
Sep 2002 – Sep 2007 |
5.55%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart