Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AABAX (ACTIVE CORE FUND CLASS A) | NA | -26.41% | -2.70% | 0.32% | 1.05% | NA | NA | … | … |
Data as of 02/25/2022, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AABAX (ACTIVE CORE FUND CLASS A) | 05/03/2011 | 02/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.41 | -2.70 | 0.32 | 1.05 | NA | NA | … | … | -33.17 | -2.35 | 12.27 | 17.07 | -4.81 | 12.09 | 6.08 | 0.55 | 8.57 | 14.41 | 9.50 | -3.33 |
| Sharpe Ratio | NA | -0.87 | -0.29 | -0.15 | -0.03 | NA | NA | … | … | -0.96 | -0.15 | 0.70 | 2.67 | -0.70 | 3.06 | 0.80 | 0.01 | 1.44 | 2.35 | 1.33 | -0.33 |
| Standard Deviation(%) | NA | 40.82 | 25.84 | 20.52 | 18.74 | NA | NA | … | … | 97.50 | 15.78 | 17.10 | 5.87 | 8.74 | 3.77 | 7.31 | 16.79 | 5.94 | 6.11 | 7.18 | 14.83 |
| Draw Down(%) | NA | 41.51 | 41.51 | 41.51 | 41.51 | NA | NA | … | … | 33.17 | 14.07 | 19.96 | 2.64 | 10.95 | 1.27 | 4.96 | 0.47 | 3.94 | 3.92 | 5.29 | 11.35 |
| Yield(%) | 0.00 | 13.57 | 9.09 | 7.88 | 4.57 | 3.08 | 2.31 | … | … | 0.06 | 13.81 | 6.17 | 6.05 | 6.82 | 6.25 | 4.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/25/2022, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABAX (ACTIVE CORE FUND CLASS A) |
-1.94%
Jan 2019 – Jan 2022 |
0.80%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABAX (ACTIVE CORE FUND CLASS A) |
13.79%
Dec 2018 – Dec 2021 |
9.78%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart