Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AFGCX (FOCUSED GROWTH FUND C CLASS) NA 0.71% 5.90% 10.43% NA NA NA
Data as of 10/24/2016, Common starting date is 10/03/2007
More Performance Analytics Comparison
Name Start Date End Date
AFGCX (FOCUSED GROWTH FUND C CLASS) 10/03/2007 10/24/2016
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 (%) 0.53 0.71 5.90 10.43 NA NA NA 2.61 -0.16 9.41 28.19 14.43 -4.39 15.04 32.08 -36.68 0.77
Sharpe Ratio NA 0.06 0.41 0.71 NA NA NA 0.21 -0.01 0.72 2.44 1.03 -0.18 0.81 1.32 -1.01 0.05
Standard Deviation(%) NA 14.44 14.27 14.54 NA NA NA 14.38 15.91 12.98 11.56 14.01 24.82 18.41 24.21 37.19 18.69
Draw Down(%) NA 15.47 17.25 17.25 NA NA NA 12.22 13.18 9.32 6.55 11.25 21.21 14.85 21.30 45.57 1.90
Yield(%) 0.00 4.46 12.08 10.07 5.23 3.49 2.62 0.00 4.54 22.89 13.14 0.47 0.00 0.00 0.00 0.00 10.64
Data as of 10/24/2016, 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
AFGCX (FOCUSED GROWTH FUND C CLASS) -1.28%
Dec 2007 – Dec 2010
1.03%
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
AFGCX (FOCUSED GROWTH FUND C CLASS) 22.65%
Feb 2009 – Feb 2012
19.45%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return