Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAXCX (ADAPTIVE ALLOCATION FUND ADAPTIVE ALLOCATION FUND CLASS C SHARES) | NA | 1.30% | -1.45% | -1.53% | -0.13% | NA | NA | … | … |
Data as of 04/21/2017, Common starting date is 03/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAXCX (ADAPTIVE ALLOCATION FUND ADAPTIVE ALLOCATION FUND CLASS C SHARES) | 03/01/2006 | 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.30 | -1.45 | -1.53 | -0.13 | NA | NA | … | … | 0.32 | 1.52 | -6.03 | -1.61 | 4.63 | -10.22 | -1.83 | 15.87 | 21.41 | -18.48 | -4.42 | 2.07 |
| Sharpe Ratio | NA | 0.27 | -0.41 | -0.32 | -0.04 | NA | NA | … | … | 0.17 | 0.41 | -2.30 | -0.25 | 0.63 | -0.89 | -0.13 | 1.15 | 0.95 | -1.24 | -0.47 | -0.08 |
| Standard Deviation(%) | NA | 3.71 | 3.89 | 6.02 | 12.49 | NA | NA | … | … | 3.82 | 3.19 | 2.64 | 6.54 | 7.32 | 11.63 | 13.89 | 13.72 | 22.38 | 15.60 | 15.86 | 11.55 |
| Draw Down(%) | NA | 3.24 | 11.21 | 13.15 | 31.34 | NA | NA | … | … | 1.91 | 3.24 | 7.08 | 5.99 | 4.83 | 13.63 | 13.92 | 11.44 | 14.30 | 22.42 | 14.15 | 7.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.03 | 0.39 | 0.28 | 0.21 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 3.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 |
Data as of 04/21/2017, Common starting date is 03/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAXCX (ADAPTIVE ALLOCATION FUND ADAPTIVE ALLOCATION FUND CLASS C SHARES) |
-10.54%
Apr 2006 – Apr 2009 |
-4.66%
Apr 2011 – Apr 2016 |
-0.66%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAXCX (ADAPTIVE ALLOCATION FUND ADAPTIVE ALLOCATION FUND CLASS C SHARES) |
15.68%
Mar 2009 – Mar 2012 |
7.69%
Feb 2009 – Feb 2014 |
0.03%
Sep 2006 – Sep 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart