Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEFYX (American Indep NestEgg 2040 I) | NA | -10.59% | 1.73% | -1.20% | 2.23% | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 07/12/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEFYX (American Indep NestEgg 2040 I) | 07/12/2000 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.64 | -10.59 | 1.73 | -1.20 | 2.23 | NA | NA | … | … | -2.64 | 1.93 | -4.48 | 14.54 | 22.67 | -34.47 | -2.92 | -2.30 | 4.42 | 10.76 | 27.58 | -19.83 | -14.04 | -12.96 |
| Sharpe Ratio | NA | -0.87 | 0.11 | -0.07 | 0.07 | NA | NA | … | … | -1.95 | 0.15 | -0.23 | 1.02 | 1.23 | -1.25 | -0.39 | -0.33 | 0.23 | 0.89 | 1.88 | -0.91 | -0.83 | -1.57 |
| Standard Deviation(%) | NA | 12.21 | 15.68 | 19.13 | 16.95 | NA | NA | … | … | 5.57 | 12.81 | 19.36 | 14.15 | 18.34 | 28.14 | 15.40 | 17.02 | 9.66 | 11.03 | 14.34 | 23.08 | 19.98 | 18.84 |
| Draw Down(%) | NA | 11.85 | 18.86 | 45.82 | 54.23 | NA | NA | … | … | 2.64 | 12.03 | 18.86 | 11.14 | 19.51 | 41.36 | 12.93 | 12.82 | 7.12 | 8.14 | 11.99 | 30.34 | 30.05 | 17.52 |
| Yield(%) | 0.00 | 0.00 | 0.94 | 0.50 | 0.33 | 0.13 | 0.10 | … | … | 0.00 | 0.00 | 0.97 | 1.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/26/2013, Common starting date is 07/12/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFYX (American Indep NestEgg 2040 I) |
-19.56%
Feb 2006 – Feb 2009 |
-9.59%
Feb 2004 – Feb 2009 |
-4.28%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFYX (American Indep NestEgg 2040 I) |
19.27%
Feb 2009 – Feb 2012 |
10.76%
Sep 2002 – Sep 2007 |
2.99%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart