Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AFSVX (AssetMark Small/Mid Cap Value) | NA | 22.73% | 8.42% | 1.96% | NA | NA | NA | 6.58% |
Data as of 03/31/2011, AR inception is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFSVX (AssetMark Small/Mid Cap Value) | 07/26/2001 | 03/31/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.20 | 22.73 | 8.42 | 1.96 | NA | NA | NA | 6.58 | 7.90 | 25.55 | 25.25 | -32.09 | -10.94 | 15.57 | 3.91 | 18.44 | 33.93 | -13.26 | 4.66 |
| Sharpe Ratio | NA | 0.93 | 0.23 | 0.02 | NA | NA | NA | 0.20 | 2.15 | 1.04 | 0.68 | -0.74 | -0.81 | 1.07 | 0.16 | 1.53 | 2.28 | -0.70 | 0.53 |
| Standard Deviation(%) | NA | 24.36 | 36.08 | 30.30 | NA | NA | NA | 23.86 | 16.81 | 24.46 | 37.02 | 44.33 | 17.22 | 11.47 | 10.92 | 11.45 | 14.56 | 20.45 | 18.62 |
| Draw Down(%) | NA | 20.54 | 53.82 | 61.89 | NA | NA | NA | 61.89 | 4.98 | 20.54 | 34.84 | 49.02 | 18.65 | 9.08 | 7.85 | 9.67 | 14.01 | 29.87 | 17.68 |
| Yield(%) | 0.00 | 0.00 | 0.35 | 5.70 | 5.55 | 3.70 | 2.77 | 6.16 | 0.00 | 0.00 | 0.31 | 0.73 | 3.55 | 26.57 | 7.08 | 3.36 | 0.00 | 0.00 | 0.00 |
Data as of 03/31/2011, AR inception is 07/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSVX (AssetMark Small/Mid Cap Value) |
-20.01%
Feb 2006 - Feb 2009 |
-8.92%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSVX (AssetMark Small/Mid Cap Value) |
23.15%
Mar 2003 - Mar 2006 |
14.20%
Sep 2002 - Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart