Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/08/2013.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
UMBSX (Scout Stock) NA -2.21% 3.63% 1.80% 6.12% 2.71% NA 4.59%
More Performance Analytics Comparison
Name Start Date End Date
UMBSX (Scout Stock) 06/21/1996 04/08/2013
The return data shown below all have the same latest date: 04/08/2013.
AR inception is since 06/21/1996.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 -2.21 3.63 1.80 6.12 2.71 NA 4.59 -0.92 9.71 -1.28 10.75 16.27 -26.80 11.67 11.35 10.07 5.27 24.03 -19.77 -8.59 0.01 13.33 7.64 21.03 4.78
Sharpe Ratio NA -0.21 0.19 0.07 0.28 NA NA 0.00 -0.17 0.77 -0.06 0.59 0.83 -0.87 0.57 0.77 0.73 0.41 1.64 -0.97 -0.68 -0.23 0.85 0.35 -3.27 0.82
Standard Deviation(%) NA 16.14 19.23 22.36 18.20 NA NA 16.85 20.55 12.65 22.93 18.07 19.43 31.91 15.12 10.54 10.78 10.52 14.22 21.61 16.42 17.33 11.85 12.40 10.41 7.05
Draw Down(%) NA 10.42 19.85 37.62 41.10 NA NA 41.10 8.86 11.11 19.85 17.13 19.39 35.99 8.31 9.87 7.46 9.53 11.13 30.03 21.68 13.00 10.34 17.16 6.69 6.51
Yield(%) 0.00 31.02 12.09 7.45 9.43 5.72 6.06 7.57 26.26 6.82 1.08 0.38 1.59 1.51 13.25 12.56 14.25 3.01 0.80 0.76 2.91 10.58 11.63 8.15 8.63 6.51
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UMBSX (Scout Stock) -12.15%
Mar 2000 - Mar 2003
-4.34%
Mar 1998 - Mar 2003
-0.66%
Aug 2000 - Aug 2010
2.69%
Mar 1998 - Mar 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UMBSX (Scout Stock) 17.12%
Feb 2009 - Feb 2012
13.33%
Sep 2002 - Sep 2007
7.17%
Feb 2003 - Feb 2013
5.11%
Jul 1996 - Jul 2011
Annualized Rolling Returns Comparison Chart