Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHRAX (AHA SOCIALLY RESPONSIBLE EQUITY FUND AHA SOCIALLY RESPONSIBLE EQUITY FUND – CLASS N) | NA | -15.81% | 4.31% | 4.83% | 2.70% | NA | NA | … | … |
Data as of 01/08/2016, Common starting date is 08/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHRAX (AHA SOCIALLY RESPONSIBLE EQUITY FUND AHA SOCIALLY RESPONSIBLE EQUITY FUND – CLASS N) | 08/29/2005 | 01/08/2016 |
| 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 (%) | -5.67 | -15.81 | 4.31 | 4.83 | 2.70 | NA | NA | … | … | -6.87 | -9.99 | 6.02 | 30.32 | 11.77 | -1.79 | 14.14 | 22.67 | -34.73 | -0.25 | 15.15 | 1.98 |
| Sharpe Ratio | NA | -1.05 | 0.33 | 0.32 | 0.10 | NA | NA | … | … | -5.86 | -0.67 | 0.55 | 2.55 | 0.99 | -0.08 | 0.80 | 0.74 | -0.94 | -0.24 | 1.26 | 0.32 |
| Standard Deviation(%) | NA | 15.15 | 12.86 | 15.19 | 20.27 | NA | NA | … | … | 16.69 | 15.04 | 10.96 | 11.85 | 11.90 | 22.62 | 17.59 | 30.56 | 37.72 | 14.07 | 9.39 | 10.13 |
| Draw Down(%) | NA | 18.42 | 18.42 | 20.80 | 56.28 | NA | NA | … | … | 5.81 | 14.56 | 8.44 | 5.69 | 9.66 | 20.80 | 13.30 | 29.80 | 47.10 | 11.26 | 7.19 | 6.06 |
| Yield(%) | 0.00 | 7.19 | 10.71 | 7.47 | 4.60 | 3.20 | 2.40 | … | … | 0.00 | 7.16 | 4.03 | 20.02 | 1.17 | 1.14 | 1.19 | 1.22 | 1.31 | 5.84 | 2.32 | 0.00 |
Data as of 01/08/2016, Common starting date is 08/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHRAX (AHA SOCIALLY RESPONSIBLE EQUITY FUND AHA SOCIALLY RESPONSIBLE EQUITY FUND – CLASS N) |
-16.23%
Feb 2006 – Feb 2009 |
-3.46%
May 2007 – May 2012 |
3.64%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHRAX (AHA SOCIALLY RESPONSIBLE EQUITY FUND AHA SOCIALLY RESPONSIBLE EQUITY FUND – CLASS N) |
21.76%
Feb 2009 – Feb 2012 |
20.02%
Feb 2009 – Feb 2014 |
4.55%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart