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
HEV (Ener1, Inc.) NA -97.74% -76.45% -46.22% -20.18% -36.70% NA
Data as of 10/27/2011, Common starting date is 02/26/1993
More Performance Analytics Comparison
Name Start Date End Date
HEV (Ener1, Inc.) 02/26/1993 10/27/2011
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -97.74 -76.45 -46.22 -20.18 -36.70 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/27/2011, Common starting date is 02/26/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HEV (Ener1, Inc.) -80.33%
Dec 1999 – Dec 2002
-68.88%
Dec 1996 – Dec 2001
-42.37%
Mar 1993 – Mar 2003
-34.72%
Sep 1996 – Sep 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HEV (Ener1, Inc.) 204.86%
Dec 2001 – Dec 2004
75.82%
Mar 2003 – Mar 2008
1.02%
Apr 2001 – Apr 2011
-11.25%
Oct 1993 – Oct 2008
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return