Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHII (American Heritage International Inc) | NA | -93.48% | -15.66% | -58.16% | NA | NA | NA | … | … |
Data as of 12/05/2014, Common starting date is 01/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHII (American Heritage International Inc) | 01/31/2007 | 12/05/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -93.48 | -15.66 | -58.16 | NA | NA | NA | … | … | 47.57 | 20.00 | 12.68 | -82.68 | -1.20 |
| Sharpe Ratio | NA | 1.33 | NA | NA | NA | NA | NA | … | … | 3.06 | 0.38 | 0.16 | -0.71 | -0.09 |
| Standard Deviation(%) | NA | 49.07 | NA | NA | NA | NA | NA | … | … | 46.32 | 51.96 | 76.92 | 116.78 | 46.37 |
| Draw Down(%) | NA | 22.74 | 90.89 | NA | NA | NA | NA | … | … | 13.89 | 26.67 | 66.95 | 90.77 | 30.86 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/05/2014, Common starting date is 01/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHII (American Heritage International Inc) |
-79.60%
Jul 2010 – Jul 2013 |
-69.83%
Nov 2009 – Nov 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHII (American Heritage International Inc) |
-5.85%
Jan 2011 – Jan 2014 |
-38.24%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart