Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFIPA (AMFI Corp) | NA | 1.38% | 0.68% | 7.95% | -2.05% | NA | NA | … | … |
Data as of 10/21/2024, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFIPA (AMFI Corp) | 09/26/2012 | 10/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.38 | 0.68 | 7.95 | -2.05 | NA | NA | … | … | 0.69 | 0.68 | 0.67 | 117.63 | -34.23 | -15.00 | -18.60 | -8.22 | 0.51 | -3.71 | -15.41 | 7.55 | 0.00 |
| Sharpe Ratio | NA | -2.46 | -2.98 | 0.15 | -0.10 | NA | NA | … | … | -3.73 | -4.41 | -1.15 | 1.57 | -0.62 | -0.90 | -0.80 | -0.87 | 0.58 | -0.47 | -0.83 | 1.03 | 0.00 |
| Standard Deviation(%) | NA | 0.97 | 0.68 | 41.80 | 31.54 | NA | NA | … | … | 0.77 | 0.68 | 0.67 | 74.84 | 55.58 | 18.26 | 25.09 | 10.27 | 0.51 | 7.98 | 18.53 | 7.28 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 46.15 | 70.03 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 5.00 | 46.15 | 22.73 | 21.43 | 9.67 | 0.00 | 7.07 | 17.17 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.36 | 0.68 | 0.93 | 0.48 | 0.35 | 0.26 | … | … | 0.69 | 0.68 | 0.66 | 1.41 | 0.89 | 0.74 | 0.58 | 0.52 | 0.51 | 0.49 | 0.41 | 0.00 | 0.00 |
Data as of 10/21/2024, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFIPA (AMFI Corp) |
-27.78%
Aug 2017 – Aug 2020 |
-20.41%
Aug 2015 – Aug 2020 |
-2.85%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFIPA (AMFI Corp) |
38.84%
Aug 2020 – Aug 2023 |
8.18%
Jul 2019 – Jul 2024 |
-1.69%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart