Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAMIX (ABSOLUTE CAPITAL ASSET ALLOCATOR FUND ABSOLUTE CAPITAL ASSET ALLOCATOR FUND INSTITUTIONAL CLASS SHAR) | 9.39% | 19.27% | 13.40% | 5.77% | 6.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAMIX (ABSOLUTE CAPITAL ASSET ALLOCATOR FUND ABSOLUTE CAPITAL ASSET ALLOCATOR FUND INSTITUTIONAL CLASS SHAR) | 12/21/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 19.27 | 13.40 | 5.77 | 6.56 | NA | NA | … | … | 9.39 | 10.93 | 11.28 | 13.40 | -18.40 | 15.20 | 5.64 | 10.72 | -5.67 | 11.38 | 4.24 | 0.40 |
| Sharpe Ratio | NA | 1.85 | 0.92 | 0.28 | 0.44 | NA | NA | … | … | 2.01 | 0.57 | 0.77 | 1.09 | -1.36 | 1.43 | 0.33 | 1.51 | -0.59 | 1.84 | 0.50 | 1.36 |
| Standard Deviation(%) | NA | 9.46 | 11.34 | 11.81 | 11.26 | NA | NA | … | … | 10.65 | 14.23 | 9.88 | 9.03 | 14.59 | 10.60 | 16.41 | 6.11 | 11.94 | 5.87 | 8.07 | 11.24 |
| Draw Down(%) | NA | 6.11 | 15.27 | 22.19 | 22.19 | NA | NA | … | … | 6.11 | 15.27 | 7.51 | 8.09 | 22.19 | 4.50 | 19.17 | 4.89 | 12.47 | 2.15 | 8.96 | 1.57 |
| Yield(%) | 0.00 | 2.35 | 2.25 | 2.81 | 3.45 | 2.26 | 1.69 | … | … | 0.00 | 2.40 | 3.68 | 0.00 | 0.00 | 9.19 | 0.00 | 0.76 | 9.75 | 3.99 | 1.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMIX (ABSOLUTE CAPITAL ASSET ALLOCATOR FUND ABSOLUTE CAPITAL ASSET ALLOCATOR FUND INSTITUTIONAL CLASS SHAR) |
-0.49%
Sep 2019 – Sep 2022 |
0.44%
Jan 2018 – Jan 2023 |
5.56%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMIX (ABSOLUTE CAPITAL ASSET ALLOCATOR FUND ABSOLUTE CAPITAL ASSET ALLOCATOR FUND INSTITUTIONAL CLASS SHAR) |
13.90%
May 2023 – May 2026 |
7.84%
Oct 2016 – Oct 2021 |
6.63%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart