Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBHBX (EquiTrust High-Grade Bond B) | NA | 1.54% | 3.83% | 2.49% | 3.16% | 4.22% | NA | … | … |
Data as of 08/25/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBHBX (EquiTrust High-Grade Bond 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 | 1.54 | 3.83 | 2.49 | 3.16 | 4.22 | NA | … | … | 2.79 | 4.76 | 7.55 | -7.92 | 3.17 | 3.81 | 1.60 | 3.12 | 5.91 | 6.92 | 9.10 | 7.31 | -1.96 | 6.00 | 8.57 | 5.64 |
| Sharpe Ratio | NA | 0.38 | 0.78 | 0.32 | 0.44 | NA | NA | … | … | 1.29 | 1.14 | 1.59 | -1.42 | 0.04 | 0.16 | -0.19 | 0.59 | 1.29 | 1.42 | 1.31 | 0.76 | -1.32 | 0.64 | -13.71 | 1.87 |
| Standard Deviation(%) | NA | 3.89 | 4.77 | 4.50 | 4.20 | NA | NA | … | … | 3.31 | 4.10 | 4.69 | 6.23 | 3.57 | 3.13 | 3.01 | 3.66 | 4.03 | 4.09 | 5.26 | 4.28 | 3.93 | 4.17 | 3.39 | 4.01 |
| Draw Down(%) | NA | 3.17 | 7.77 | 11.98 | 11.98 | NA | NA | … | … | 1.38 | 3.12 | 2.58 | 11.98 | 2.23 | 2.55 | 2.74 | 4.32 | 3.90 | 2.17 | 3.05 | 3.55 | 2.79 | 2.56 | 1.73 | 1.37 |
| Yield(%) | 0.00 | 1.87 | 0.69 | 1.44 | 2.71 | 3.76 | 2.89 | … | … | 1.17 | 0.77 | 0.00 | 0.00 | 3.57 | 3.69 | 3.99 | 3.42 | 4.21 | 3.88 | 5.78 | 5.30 | 5.63 | 5.65 | 5.86 | 3.57 |
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 |
|---|---|---|---|---|
| FBHBX (EquiTrust High-Grade Bond B) |
-0.99%
Oct 2005 – Oct 2008 |
0.27%
Mar 2004 – Mar 2009 |
2.78%
Oct 1998 – Oct 2008 |
4.22%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBHBX (EquiTrust High-Grade Bond B) |
9.26%
May 2000 – May 2003 |
6.70%
May 2000 – May 2005 |
5.15%
Aug 1996 – Aug 2006 |
4.22%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart