Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AFCFX (AssetMark Core Plus Fixed Income) | NA | 4.93% | 4.96% | 4.92% | NA | NA | NA | 3.75% |
Data as of 03/31/2011, AR inception is 07/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFCFX (AssetMark Core Plus Fixed Income) | 07/27/2001 | 03/31/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 4.93 | 4.96 | 4.92 | NA | NA | NA | 3.75 | -0.21 | 8.17 | 15.98 | -7.89 | 5.32 | 4.18 | 2.36 | 1.78 | 1.04 | 4.86 | -0.30 |
| Sharpe Ratio | NA | 1.22 | 0.78 | 0.63 | NA | NA | NA | 0.43 | -0.27 | 2.08 | 3.29 | -1.02 | 0.39 | 0.27 | 0.07 | 0.20 | 0.07 | 0.91 | -0.41 |
| Standard Deviation(%) | NA | 3.97 | 6.02 | 5.67 | NA | NA | NA | 5.00 | 3.56 | 3.88 | 4.83 | 8.62 | 5.90 | 3.29 | 2.63 | 4.18 | 4.93 | 4.13 | 5.76 |
| Draw Down(%) | NA | 3.33 | 13.83 | 14.77 | NA | NA | NA | 14.77 | 1.58 | 3.33 | 3.69 | 14.77 | 2.81 | 2.30 | 2.33 | 4.89 | 6.03 | 3.16 | 4.73 |
| Yield(%) | 0.00 | 2.05 | 3.96 | 4.33 | 3.81 | 2.54 | 1.91 | 4.24 | 0.00 | 2.94 | 4.16 | 6.61 | 4.52 | 3.63 | 15.32 | 2.39 | 0.00 | 0.00 | 0.00 |
Data as of 03/31/2011, AR inception is 07/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFCFX (AssetMark Core Plus Fixed Income) |
-0.54%
Nov 2005 - Nov 2008 |
0.46%
Nov 2003 - Nov 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFCFX (AssetMark Core Plus Fixed Income) |
6.22%
Aug 2007 - Aug 2010 |
5.46%
Oct 2005 - Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart