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
STOSY (Santos Limited (ADR)) NA -11.74% 19.32% 23.75% 21.49% NA NA
Data as of 10/01/2009, Common starting date is 08/21/1995
More Performance Analytics Comparison
Name Start Date End Date
STOSY (Santos Limited (ADR)) 08/21/1995 10/01/2009
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
Annualized Return (%) 1.84 -11.74 19.32 23.75 21.49 NA NA 20.74 -7.96 63.76 -9.70 40.93 32.41 57.08 18.13 -0.22 32.54 3.09 -34.30 5.33 46.41 15.30
Sharpe Ratio NA -0.13 0.27 0.37 0.40 NA NA 0.46 -0.11 1.38 -0.40 1.21 1.08 2.23 0.67 -0.08 0.90 0.00 -1.08 -1.69 1.63 1.54
Standard Deviation(%) NA 88.28 67.32 58.71 48.95 NA NA 61.60 83.33 44.34 32.88 32.11 29.17 25.26 25.43 31.66 31.77 28.63 34.90 29.40 26.04 28.95
Draw Down(%) NA 57.42 69.04 69.04 69.04 NA NA 24.67 69.04 31.85 22.93 16.38 14.80 14.67 12.83 23.34 18.43 26.34 46.42 25.86 16.10 9.59
Yield(%) 0.00 2.07 4.01 6.01 8.83 7.85 5.89 2.95 2.96 4.20 3.25 4.24 4.30 5.26 4.75 6.06 6.59 4.35 1.99 2.33 4.61 1.60
Data as of 10/01/2009, Common starting date is 08/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STOSY (Santos Limited (ADR)) -12.00%
Apr 1997 – Apr 2000
-3.49%
Sep 1997 – Sep 2002
11.42%
Dec 1996 – Dec 2006
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STOSY (Santos Limited (ADR)) 48.63%
Jan 2003 – Jan 2006
47.96%
May 2003 – May 2008
28.11%
Aug 1998 – Aug 2008
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return