Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REIVX (RiverSource Income Builder Enh Inc B) | NA | 12.05% | 5.40% | NA | NA | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 12/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REIVX (RiverSource Income Builder Enh Inc B) | 12/12/2006 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.05 | 5.40 | NA | NA | NA | NA | … | … | 3.25 | 11.98 | 28.04 | -21.94 | 2.91 | 0.59 |
| Sharpe Ratio | NA | 1.98 | 0.55 | NA | NA | NA | NA | … | … | 2.55 | 1.61 | 2.69 | -2.13 | -0.02 | 1.42 |
| Standard Deviation(%) | NA | 6.04 | 9.52 | NA | NA | NA | NA | … | … | 3.45 | 7.37 | 10.39 | 10.71 | 6.57 | 6.96 |
| Draw Down(%) | NA | 2.87 | 27.45 | NA | NA | NA | NA | … | … | 1.52 | 5.95 | 9.66 | 26.50 | 6.06 | 1.09 |
| Yield(%) | 0.00 | 3.69 | 3.42 | 3.44 | 1.72 | 1.15 | 0.86 | … | … | 0.50 | 4.20 | 3.96 | 3.46 | 5.54 | 1.16 |
Data as of 05/18/2011, Common starting date is 12/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REIVX (RiverSource Income Builder Enh Inc B) |
-0.28%
May 2007 – May 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REIVX (RiverSource Income Builder Enh Inc B) |
6.60%
Mar 2008 – Mar 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
