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AFSVX: AssetMark Small/Mid Cap Value (MUTUAL FUND)
Basic Info
See more info about AFSVX| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/26/2001 |
| Last Dividend Date: | 12/22/2009 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 03/31/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/26/2001 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | 2.2 | 22.7 | 8.4 | 2.0 | 6.1 | 7.9 | 25.6 | 25.2 | -32.1 |
| Sharpe Ratio ? | NA | 0.93 | 0.23 | 0.02 | 0.2 | 2.15 | 1.04 | 0.68 | -0.74 |
| Draw Down(%) ? | NA | 20.5 | 53.8 | 61.9 | 61.9 | 5.0 | 20.5 | 34.8 | 49.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2001
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