Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHLFX (AHA LIMITED MATURITY FIXED INCOME FUND AHA LIMITED MATURITY FIXED INCOME FUND – INSTITUTIONAL) | NA | 0.30% | 0.24% | 0.85% | 2.53% | 2.50% | NA | … | … |
Data as of 12/23/2015, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHLFX (AHA LIMITED MATURITY FIXED INCOME FUND AHA LIMITED MATURITY FIXED INCOME FUND – INSTITUTIONAL) | 06/21/1996 | 12/23/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.30 | 0.24 | 0.85 | 2.53 | 2.50 | NA | … | … | -0.09 | -0.18 | -0.71 | 1.08 | 0.27 | 0.54 | 2.99 | 0.28 | 1.33 | 0.00 | -1.03 | -1.39 | -0.09 | 2.08 | 3.01 | 1.68 | -1.94 | 1.08 | 0.29 | 1.09 |
| Sharpe Ratio | NA | -0.03 | -0.34 | 0.05 | -0.13 | NA | NA | … | … | -0.15 | -0.22 | -0.64 | 1.14 | 0.17 | 0.30 | 1.33 | -0.19 | -0.76 | -2.04 | -2.80 | -1.53 | -0.47 | 0.56 | 0.36 | -1.91 | -3.92 | -1.45 | -42.81 | -0.73 |
| Standard Deviation(%) | NA | 0.78 | 0.96 | 1.06 | 1.80 | NA | NA | … | … | 0.77 | 0.90 | 1.16 | 0.90 | 1.41 | 1.53 | 2.17 | 3.45 | 2.25 | 1.62 | 1.14 | 1.53 | 1.68 | 1.75 | 1.92 | 1.23 | 1.32 | 1.55 | 1.28 | 1.91 |
| Draw Down(%) | NA | 0.45 | 1.69 | 1.69 | 5.23 | NA | NA | … | … | 0.45 | 0.80 | 1.69 | 0.45 | 1.16 | 1.60 | 1.29 | 5.23 | 1.60 | 1.32 | 1.22 | 2.29 | 1.47 | 1.50 | 1.40 | 0.99 | 2.03 | 1.34 | 1.18 | 0.89 |
| Yield(%) | 0.00 | 0.31 | 0.54 | 0.76 | 2.03 | 2.04 | 1.95 | … | … | 0.25 | 0.69 | 0.62 | 0.85 | 1.24 | 2.05 | 2.53 | 3.32 | 4.30 | 3.82 | 2.35 | 1.22 | 1.73 | 2.80 | 1.03 | 7.75 | 0.48 | 0.00 | 0.00 | 0.00 |
Data as of 12/23/2015, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHLFX (AHA LIMITED MATURITY FIXED INCOME FUND AHA LIMITED MATURITY FIXED INCOME FUND – INSTITUTIONAL) |
-0.29%
Nov 1996 – Nov 1999 |
0.62%
Oct 2010 – Oct 2015 |
2.35%
Jul 1996 – Jul 2006 |
2.56%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHLFX (AHA LIMITED MATURITY FIXED INCOME FUND AHA LIMITED MATURITY FIXED INCOME FUND – INSTITUTIONAL) |
6.26%
Jan 2000 – Jan 2003 |
4.59%
Oct 2005 – Oct 2010 |
4.12%
Nov 1999 – Nov 2009 |
3.14%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart