Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFVBX (RiverSource Partners Fundamental Val B) | NA | 18.78% | -2.78% | 3.20% | NA | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 10/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFVBX (RiverSource Partners Fundamental Val B) | 10/19/2001 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.78 | -2.78 | 3.20 | NA | NA | NA | … | … | 4.98 | 11.32 | 31.06 | -40.31 | 13.68 | 13.59 | 8.24 | 10.33 | 28.04 | -18.18 | 6.70 |
| Sharpe Ratio | NA | 1.17 | -0.09 | 0.07 | NA | NA | NA | … | … | 1.28 | 0.62 | 0.98 | -0.93 | 0.59 | 1.08 | 0.63 | 1.01 | 1.95 | -0.94 | 2.59 |
| Standard Deviation(%) | NA | 15.93 | 32.68 | 27.77 | NA | NA | NA | … | … | 10.69 | 18.06 | 31.70 | 44.07 | 18.10 | 9.56 | 9.64 | 9.30 | 14.04 | 20.50 | 14.77 |
| Draw Down(%) | NA | 7.69 | 56.50 | 57.36 | NA | NA | NA | … | … | 5.75 | 15.38 | 30.23 | 51.67 | 10.26 | 7.36 | 6.70 | 7.42 | 11.00 | 28.02 | 4.72 |
| Yield(%) | 0.00 | 0.00 | 1.53 | 5.43 | 3.66 | 2.44 | 1.83 | … | … | 0.00 | 0.00 | 0.23 | 4.49 | 16.86 | 4.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/18/2011, Common starting date is 10/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFVBX (RiverSource Partners Fundamental Val B) |
-15.54%
Feb 2006 – Feb 2009 |
-7.07%
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 |
|---|---|---|---|---|
| AFVBX (RiverSource Partners Fundamental Val B) |
18.08%
Mar 2003 – Mar 2006 |
14.58%
Dec 2002 – Dec 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart