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
MNT (Mentor Corp) NA -5.24% -9.95% 6.26% 14.23% 16.34% 14.67%
Data as of 01/23/2009, Common starting date is 12/22/1987
More Performance Analytics Comparison
Name Start Date End Date
MNT (Mentor Corp) 12/22/1987 01/23/2009
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 1995 1994 1993 1992 1991 1990 1989 1988 1987
Annualized Return (%) 0.16 -5.24 -9.95 6.26 14.23 16.34 14.67 0.26 -19.17 -18.48 7.71 38.85 43.03 26.92 34.99 46.80 -24.28 10.96 -35.21 24.22 29.26 166.94 32.14 -3.14 -0.57 6.18 3.30 42.62 4.11 1.33
Sharpe Ratio NA -0.10 -0.29 0.11 0.24 NA NA 2.57 -0.25 -0.64 0.18 1.09 1.22 0.71 0.76 1.29 -0.38 0.14 -0.58 -0.64 0.49 3.63 0.74 -0.10 -0.05 0.03 -0.04 1.06 -0.01 0.95
Standard Deviation(%) NA 62.63 42.41 39.21 47.17 NA NA 1.70 80.49 33.78 24.98 33.61 34.48 37.04 44.54 35.23 75.09 55.22 65.95 48.39 52.25 44.97 39.30 52.06 58.90 76.78 54.41 34.71 39.67 73.83
Draw Down(%) NA 60.45 73.68 74.44 74.44 NA NA 0.16 65.47 30.91 22.42 21.97 18.33 22.39 36.62 26.64 58.04 43.86 72.16 35.72 33.46 22.77 25.19 40.05 35.10 65.15 49.69 20.58 24.41 10.53
Yield(%) 0.00 1.79 1.57 2.76 2.18 1.95 2.40 0.00 1.51 1.63 1.53 2.13 2.68 0.88 0.15 0.31 0.19 0.23 0.18 0.13 0.29 0.30 0.19 0.08 0.22 0.37 0.33 0.58 0.33 0.00
Data as of 01/23/2009, Common starting date is 12/22/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNT (Mentor Corp) -29.41%
Nov 2005 – Nov 2008
-6.54%
Sep 1995 – Sep 2000
5.81%
Mar 1991 – Mar 2001
11.85%
Oct 1993 – Oct 2008
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNT (Mentor Corp) 74.60%
Jul 1993 – Jul 1996
49.06%
Sep 2000 – Sep 2005
26.13%
May 1994 – May 2004
22.40%
Jan 1992 – Jan 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return