Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SREBX (RiverSource LaSalle Mthly Div Rel Est B) | NA | 20.44% | -7.25% | -3.64% | NA | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 09/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SREBX (RiverSource LaSalle Mthly Div Rel Est B) | 09/16/2003 | 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.44 | -7.25 | -3.64 | NA | NA | NA | … | … | 5.57 | 26.79 | 23.40 | -45.36 | -25.40 | 29.84 | 4.60 | 23.97 | 12.07 |
| Sharpe Ratio | NA | 0.87 | -0.11 | -0.09 | NA | NA | NA | … | … | 1.12 | 0.96 | 0.33 | -0.57 | -1.16 | 1.95 | 0.16 | 1.26 | 5.27 |
| Standard Deviation(%) | NA | 23.31 | 65.63 | 55.10 | NA | NA | NA | … | … | 13.80 | 27.91 | 70.87 | 81.55 | 24.63 | 13.70 | 15.12 | 18.21 | 8.88 |
| Draw Down(%) | NA | 13.73 | 73.75 | 79.97 | NA | NA | NA | … | … | 6.07 | 17.00 | 46.36 | 71.41 | 32.89 | 10.87 | 11.85 | 18.42 | 3.79 |
| Yield(%) | 0.00 | 0.95 | 1.50 | 7.27 | 7.06 | 4.70 | 3.53 | … | … | 0.13 | 1.22 | 3.50 | 4.09 | 16.36 | 15.83 | 10.58 | 8.08 | 1.43 |
Data as of 05/18/2011, Common starting date is 09/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SREBX (RiverSource LaSalle Mthly Div Rel Est B) |
-33.87%
Mar 2006 – Mar 2009 |
-17.54%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SREBX (RiverSource LaSalle Mthly Div Rel Est B) |
22.43%
Apr 2004 – Apr 2007 |
-3.38%
Oct 2003 – Oct 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart