Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| AFBIX (ACCESS FLEX BEAR HIGH YIELD FUND ACCESS FLEX BEAR HIGH YIELD FUND INVESTOR CLASS) | -7.82% | -1.93% | -4.88% | -4.85% | -4.36% | -4.86% | -8.11% | -7.84% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFBIX (ACCESS FLEX BEAR HIGH YIELD FUND ACCESS FLEX BEAR HIGH YIELD FUND INVESTOR CLASS) | 04/28/2005 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 04/28/2005.
AR inception is since 04/28/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | -4.88 | -4.85 | -4.36 | -4.86 | -8.11 | -7.84 | -7.82 | -1.93 | -3.07 | -6.30 | 7.87 | -4.42 | -6.63 | -12.62 | -0.42 | -4.51 | -13.57 | -4.94 | -6.99 | -16.06 | -17.60 | -10.59 | -20.17 | -19.63 | -0.04 | 0.56 | -3.47 | -6.40 |
| Sharpe Ratio | NA | -1.89 | -1.06 | -0.93 | -0.80 | NA | NA | -1.10 | -1.04 | -1.88 | -1.38 | 0.56 | -1.07 | -0.40 | -3.45 | -0.42 | -1.30 | -2.31 | -0.90 | -1.46 | -2.29 | -2.38 | -0.91 | -2.15 | -1.54 | -0.09 | -0.40 | -1.64 | -2.04 |
| Standard Deviation(%) | NA | 5.95 | 8.49 | 7.86 | 8.09 | NA | NA | 8.28 | 7.91 | 5.14 | 7.70 | 11.65 | 4.14 | 17.03 | 4.07 | 4.16 | 3.97 | 5.95 | 5.52 | 4.81 | 7.03 | 7.47 | 11.62 | 9.44 | 12.84 | 10.63 | 6.12 | 4.13 | 5.72 |
| Draw Down(%) | NA | 6.02 | 17.90 | 21.28 | 40.25 | NA | NA | 81.24 | 5.14 | 7.91 | 9.41 | 9.66 | 6.05 | 21.11 | 12.81 | 4.93 | 5.16 | 15.22 | 6.66 | 8.64 | 16.14 | 18.20 | 10.88 | 22.26 | 30.74 | 11.26 | 9.33 | 6.70 | 8.07 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 | 0.17 | 0.17 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.80 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFBIX (ACCESS FLEX BEAR HIGH YIELD FUND ACCESS FLEX BEAR HIGH YIELD FUND INVESTOR CLASS) |
-22.06%
Mar 2009 - Mar 2012 |
-19.22%
Mar 2009 - Mar 2014 |
-13.29%
Mar 2009 - Mar 2019 |
-10.17%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFBIX (ACCESS FLEX BEAR HIGH YIELD FUND ACCESS FLEX BEAR HIGH YIELD FUND INVESTOR CLASS) |
3.33%
Mar 2006 - Mar 2009 |
-2.47%
Sep 2017 - Sep 2022 |
-4.71%
Apr 2015 - Apr 2025 |
-7.85%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart