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
GUAAX (RS Inv:Asset Alloc;A) NA -34.88% -11.43% -4.57% -1.69% NA NA
Data as of 01/27/2009, Common starting date is 06/20/1996
More Performance Analytics Comparison
Name Start Date End Date
GUAAX (RS Inv:Asset Alloc;A) 06/20/1996 01/27/2009
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 -34.88 -11.43 -4.57 -1.69 NA NA 0.00 -39.91 4.83 13.29 3.91 9.84 27.84 -20.60 -10.27 0.93 13.13 19.56 24.61 13.54
Sharpe Ratio NA -0.85 -0.54 -0.31 -0.19 NA NA 0.00 -1.01 0.14 1.19 0.18 0.80 1.61 -0.87 -0.68 -0.15 0.96 1.19 -1.68 2.22
Standard Deviation(%) NA 40.47 25.55 21.10 20.23 NA NA NA 40.38 12.79 8.44 9.55 11.14 16.89 24.97 18.94 20.19 10.29 13.60 18.15 10.59
Draw Down(%) NA 46.72 50.13 50.13 50.13 NA NA 0.00 48.01 8.15 6.13 6.39 7.77 13.74 31.57 25.70 12.91 5.31 13.03 8.85 5.43
Yield(%) 0.00 0.00 1.23 1.32 3.83 5.81 4.36 0.00 0.00 1.47 2.13 0.32 2.23 1.79 1.63 6.71 13.03 12.58 13.99 15.73 11.15
Data as of 01/27/2009, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GUAAX (RS Inv:Asset Alloc;A) -13.76%
Feb 2000 – Feb 2003
-4.02%
Dec 2003 – Dec 2008
-1.65%
Dec 1998 – Dec 2008
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GUAAX (RS Inv:Asset Alloc;A) 20.90%
Mar 1997 – Mar 2000
14.01%
Sep 2002 – Sep 2007
7.80%
Aug 1996 – Aug 2006
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return