Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAXAX (ADAPTIVE ALLOCATION FUND ADAPTIVE ALLOCATION FUND CLASS A SHARES) | NA | 1.87% | -0.80% | -0.83% | NA | NA | NA | … | … |
Data as of 04/21/2017, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAXAX (ADAPTIVE ALLOCATION FUND ADAPTIVE ALLOCATION FUND CLASS A SHARES) | 04/06/2010 | 04/21/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.87 | -0.80 | -0.83 | NA | NA | NA | … | … | 0.41 | 2.19 | -5.25 | -0.79 | 5.38 | -9.52 | -1.19 | 7.46 |
| Sharpe Ratio | NA | 0.47 | -0.24 | -0.20 | NA | NA | NA | … | … | 0.40 | 0.62 | -1.93 | -0.12 | 0.72 | -0.83 | -0.09 | 0.81 |
| Standard Deviation(%) | NA | 3.36 | 3.84 | 6.02 | NA | NA | NA | … | … | 2.32 | 3.22 | 2.73 | 6.64 | 7.39 | 11.60 | 13.82 | 12.40 |
| Draw Down(%) | NA | 3.00 | 10.31 | 11.14 | NA | NA | NA | … | … | 0.91 | 3.00 | 6.45 | 6.00 | 4.73 | 13.24 | 13.57 | 11.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.09 | 0.40 | 0.26 | 0.20 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.45 | 3.22 | 0.00 |
Data as of 04/21/2017, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAXAX (ADAPTIVE ALLOCATION FUND ADAPTIVE ALLOCATION FUND CLASS A SHARES) |
-5.20%
Apr 2011 – Apr 2014 |
-3.96%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAXAX (ADAPTIVE ALLOCATION FUND ADAPTIVE ALLOCATION FUND CLASS A SHARES) |
2.25%
May 2010 – May 2013 |
1.00%
May 2010 – May 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart