Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFDBX (FUNDAMENTAL EQUITY FUND B CLASS) | NA | -5.68% | -1.93% | -1.16% | -0.58% | NA | NA | … | … |
Data as of 09/30/2015, Common starting date is 12/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFDBX (FUNDAMENTAL EQUITY FUND B CLASS) | 12/10/2004 | 09/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | -5.68 | -1.93 | -1.16 | -0.58 | NA | NA | … | … | 95.16 | 12.90 | 30.25 | 14.10 | 3.19 | 12.67 | 20.85 | -36.04 | 12.91 | 19.71 | 10.11 | 0.00 |
| Sharpe Ratio | NA | 1.09 | 0.28 | 0.16 | 0.07 | NA | NA | … | … | 0.06 | 1.12 | 2.79 | 1.10 | 0.13 | 0.70 | 0.78 | -0.93 | 0.65 | 1.65 | 0.79 | 7.11 |
| Standard Deviation(%) | NA | 86.49 | 86.49 | 86.49 | 86.49 | NA | NA | … | … | 86.49 | 11.50 | 10.85 | 12.87 | 23.70 | 18.10 | 26.59 | 39.49 | 15.27 | 10.00 | 10.02 | 0.00 |
| Draw Down(%) | NA | 12.56 | 12.56 | 12.56 | 12.56 | NA | NA | … | … | 12.56 | 7.64 | 4.86 | 10.52 | 18.78 | 15.85 | 26.44 | 46.94 | 9.14 | 9.14 | 8.56 | 0.00 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/30/2015, Common starting date is 12/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDBX (FUNDAMENTAL EQUITY FUND B CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDBX (FUNDAMENTAL EQUITY FUND B CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart