Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFGAX (FOCUSED GROWTH FUND A CLASS) | NA | 4.56% | 6.95% | 11.68% | NA | NA | NA | … | … |
Data as of 10/21/2016, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFGAX (FOCUSED GROWTH FUND A CLASS) | 10/03/2007 | 10/21/2016 |
| 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 (%) | 0.33 | 4.56 | 6.95 | 11.68 | NA | NA | NA | … | … | 3.32 | 0.53 | 10.30 | 29.10 | 15.32 | -3.68 | 15.92 | 33.01 | -36.16 | 0.97 |
| Sharpe Ratio | NA | 0.31 | 0.48 | 0.80 | NA | NA | NA | … | … | 0.28 | 0.03 | 0.79 | 2.53 | 1.10 | -0.15 | 0.86 | 1.36 | -1.00 | 0.09 |
| Standard Deviation(%) | NA | 14.39 | 14.22 | 14.53 | NA | NA | NA | … | … | 14.23 | 15.92 | 13.01 | 11.49 | 13.98 | 24.82 | 18.50 | 24.23 | 37.15 | 19.82 |
| Draw Down(%) | NA | 15.25 | 16.95 | 16.95 | NA | NA | NA | … | … | 12.11 | 13.10 | 9.29 | 6.48 | 11.16 | 20.75 | 14.66 | 21.23 | 45.29 | 7.79 |
| Yield(%) | 0.00 | 4.41 | 11.96 | 10.30 | 5.44 | 3.63 | 2.72 | … | … | 0.00 | 4.38 | 22.38 | 13.08 | 0.70 | 0.30 | 0.31 | 0.00 | 0.30 | 11.37 |
Data as of 10/21/2016, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGAX (FOCUSED GROWTH FUND A CLASS) |
-1.87%
Nov 2007 – Nov 2010 |
1.80%
Dec 2007 – Dec 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGAX (FOCUSED GROWTH FUND A CLASS) |
23.54%
Feb 2009 – Feb 2012 |
20.35%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart