Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLOTX (Power Floating Rate Index Fund) | NA | 11.04% | 8.46% | 4.48% | 4.37% | 4.48% | NA | … | … |
Data as of 06/01/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOTX (Power Floating Rate Index Fund) | 06/21/1996 | 06/01/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.04 | 8.46 | 4.48 | 4.37 | 4.48 | NA | … | … | 4.22 | 10.62 | 2.27 | 20.33 | -13.10 | 1.21 | 4.55 | 3.72 | 4.80 | 4.25 | 5.92 | 3.51 | 9.49 | -3.31 | 5.55 | 8.51 | 6.25 |
| Sharpe Ratio | NA | 4.33 | 2.97 | 0.88 | 0.87 | NA | NA | … | … | 4.52 | 3.71 | 0.72 | 5.43 | -1.80 | -0.72 | 0.69 | 0.64 | 1.21 | 1.18 | 1.65 | 0.57 | 2.98 | -2.92 | 1.08 | 1.69 | 1.92 |
| Standard Deviation(%) | NA | 2.54 | 2.83 | 4.49 | 3.70 | NA | NA | … | … | 2.30 | 2.85 | 3.05 | 3.73 | 7.77 | 2.47 | 1.85 | 2.41 | 3.20 | 3.01 | 2.92 | 2.10 | 1.81 | 2.24 | 2.06 | 2.95 | 4.53 |
| Draw Down(%) | NA | 1.27 | 7.20 | 16.63 | 16.63 | NA | NA | … | … | 1.00 | 2.71 | 5.72 | 2.72 | 16.63 | 2.97 | 1.29 | 2.32 | 4.61 | 5.22 | 3.67 | 2.75 | 2.30 | 4.88 | 1.29 | 1.80 | 2.18 |
| Yield(%) | 0.00 | 3.93 | 4.49 | 4.08 | 4.29 | 4.49 | 3.73 | … | … | 1.14 | 4.41 | 4.55 | 5.36 | 4.23 | 4.11 | 4.14 | 4.13 | 4.67 | 4.90 | 4.91 | 5.29 | 5.51 | 5.12 | 5.40 | 5.34 | 3.17 |
Data as of 06/01/2012, 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 |
|---|---|---|---|---|
| FLOTX (Power Floating Rate Index Fund) |
-2.76%
Dec 2005 – Dec 2008 |
-0.01%
Dec 2003 – Dec 2008 |
1.92%
Dec 1998 – Dec 2008 |
4.15%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOTX (Power Floating Rate Index Fund) |
10.83%
Dec 2008 – Dec 2011 |
5.97%
Jan 2000 – Jan 2005 |
4.90%
Aug 1996 – Aug 2006 |
4.58%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart