Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADENX (EQUITY GROWTH FUND EQUITY GROWTH FUND – INSTITUTIONAL CLASS) | NA | 14.15% | 5.67% | 11.46% | NA | NA | NA | … | … |
Data as of 12/23/2016, Common starting date is 05/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADENX (EQUITY GROWTH FUND EQUITY GROWTH FUND – INSTITUTIONAL CLASS) | 05/04/2007 | 12/23/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 14.15 | 5.67 | 11.46 | NA | NA | NA | … | … | -27.11 | -7.21 | -16.80 | -1.16 | 14.36 | -3.94 | 27.80 | 46.98 | -48.59 | -10.63 |
| Sharpe Ratio | NA | -1.61 | -1.42 | -1.10 | NA | NA | NA | … | … | -1.58 | -1.69 | -1.18 | -0.66 | -0.29 | -0.81 | 0.46 | 1.00 | -1.74 | -1.51 |
| Standard Deviation(%) | NA | 39.17 | 33.56 | 27.47 | NA | NA | NA | … | … | 39.50 | 15.27 | 29.89 | 29.95 | 14.60 | 27.69 | 20.08 | 28.50 | 39.15 | 26.67 |
| Draw Down(%) | NA | 38.48 | 57.92 | 57.92 | NA | NA | NA | … | … | 38.48 | 13.67 | 24.50 | 23.70 | 11.65 | 25.85 | 15.32 | 21.49 | 59.25 | 17.83 |
| Yield(%) | 10.99 | 42.95 | 22.98 | 20.10 | 8.39 | 5.60 | 4.20 | … | … | 43.24 | 1.22 | 24.30 | 30.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/23/2016, Common starting date is 05/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADENX (EQUITY GROWTH FUND EQUITY GROWTH FUND – INSTITUTIONAL CLASS) |
-13.39%
Jun 2007 – Jun 2010 |
-3.29%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADENX (EQUITY GROWTH FUND EQUITY GROWTH FUND – INSTITUTIONAL CLASS) |
30.70%
Feb 2009 – Feb 2012 |
24.92%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart