Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAEQX (MULTI CAP EQUITY INCOME FUND CLASS A) | NA | 7.72% | 3.33% | 9.74% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAEQX (MULTI CAP EQUITY INCOME FUND CLASS A) | 05/03/2011 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.72 | 3.33 | 9.74 | NA | NA | NA | … | … | 2.66 | 5.07 | -1.24 | 11.75 | 31.66 | 10.88 | -8.42 |
| Sharpe Ratio | NA | 0.97 | 0.23 | 0.75 | NA | NA | NA | … | … | 0.38 | 0.33 | -0.08 | 0.92 | 2.83 | 0.82 | -0.42 |
| Standard Deviation(%) | NA | 7.41 | 13.29 | 12.83 | NA | NA | NA | … | … | 6.97 | 14.56 | 15.93 | 12.73 | 11.17 | 13.39 | 29.28 |
| Draw Down(%) | NA | 3.80 | 18.90 | 18.90 | NA | NA | NA | … | … | 3.80 | 14.21 | 11.99 | 9.20 | 5.46 | 11.04 | 21.73 |
| Yield(%) | 0.00 | 83.16 | 29.23 | 25.40 | 12.68 | 8.45 | 6.34 | … | … | 64.14 | 43.69 | 3.54 | 11.47 | 14.48 | 1.16 | 0.33 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| AAEQX (MULTI CAP EQUITY INCOME FUND CLASS A) |
3.42%
Aug 2014 – Aug 2017 |
8.09%
Jun 2011 – Jun 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAEQX (MULTI CAP EQUITY INCOME FUND CLASS A) |
20.03%
Sep 2011 – Sep 2014 |
13.05%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart