Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFSIX (FOCUSED GROWTH FUND INVESTOR CLASS) | NA | 4.93% | 7.15% | 11.90% | 6.49% | NA | NA | … | … |
Data as of 10/21/2016, Common starting date is 02/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFSIX (FOCUSED GROWTH FUND INVESTOR CLASS) | 02/28/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 4.93 | 7.15 | 11.90 | 6.49 | NA | NA | … | … | 3.57 | 0.82 | 10.25 | 29.44 | 15.51 | -3.34 | 16.10 | 33.44 | -36.06 | 13.11 | 7.17 | 8.00 |
| Sharpe Ratio | NA | 0.33 | 0.50 | 0.82 | 0.30 | NA | NA | … | … | 0.30 | 0.05 | 0.79 | 2.55 | 1.12 | -0.14 | 0.87 | 1.38 | -1.00 | 0.63 | 0.31 | 0.66 |
| Standard Deviation(%) | NA | 14.38 | 14.18 | 14.49 | 20.25 | NA | NA | … | … | 14.33 | 15.92 | 13.03 | 11.51 | 13.96 | 24.67 | 18.46 | 24.20 | 37.05 | 15.95 | 12.08 | 10.84 |
| Draw Down(%) | NA | 15.19 | 16.75 | 16.75 | 48.36 | NA | NA | … | … | 12.09 | 12.99 | 9.25 | 6.47 | 11.08 | 20.67 | 14.65 | 21.15 | 45.20 | 8.85 | 10.67 | 6.58 |
| Yield(%) | 0.00 | 4.65 | 12.17 | 10.55 | 6.40 | 4.91 | 3.68 | … | … | 0.00 | 4.63 | 22.63 | 13.37 | 0.78 | 0.53 | 0.59 | 0.05 | 0.46 | 12.97 | 2.42 | 0.00 |
Data as of 10/21/2016, Common starting date is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIX (FOCUSED GROWTH FUND INVESTOR CLASS) |
-12.44%
Feb 2006 – Feb 2009 |
-0.31%
Aug 2005 – Aug 2010 |
5.66%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIX (FOCUSED GROWTH FUND INVESTOR CLASS) |
23.93%
Feb 2009 – Feb 2012 |
20.65%
Feb 2009 – Feb 2014 |
8.08%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart