Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHSRX (AHA SOCIALLY RESPONSIBLE EQUITY FUND AHA SOCIALLY RESPONSIBLE EQUITY FUND – INSTITUTIONAL) | NA | 45.53% | 10.77% | 11.65% | 11.02% | 6.67% | NA | … | … |
Data as of 08/23/2021, Common starting date is 01/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHSRX (AHA SOCIALLY RESPONSIBLE EQUITY FUND AHA SOCIALLY RESPONSIBLE EQUITY FUND – INSTITUTIONAL) | 01/31/2005 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 45.53 | 10.77 | 11.65 | 11.02 | 6.67 | NA | … | … | 21.42 | 4.97 | 26.56 | -12.68 | 16.73 | 14.12 | -9.90 | 6.28 | 30.68 | 11.98 | -1.54 | 14.25 | 23.07 | -34.63 | 0.00 | 15.48 | 8.77 |
| Sharpe Ratio | NA | 2.83 | 0.40 | 0.53 | 0.59 | NA | NA | … | … | 2.45 | 0.12 | 1.87 | -0.87 | 1.91 | 0.93 | -0.66 | 0.57 | 2.59 | 1.01 | -0.07 | 0.81 | 0.75 | -0.94 | -0.21 | 1.31 | 0.73 |
| Standard Deviation(%) | NA | 17.03 | 25.21 | 20.74 | 17.93 | NA | NA | … | … | 14.50 | 38.20 | 13.48 | 16.03 | 8.48 | 14.97 | 15.03 | 10.98 | 11.84 | 11.95 | 22.73 | 17.56 | 30.45 | 37.80 | 14.11 | 9.34 | 10.06 |
| Draw Down(%) | NA | 6.92 | 40.73 | 40.73 | 40.73 | NA | NA | … | … | 5.50 | 40.73 | 7.53 | 22.39 | 4.16 | 13.73 | 14.50 | 8.43 | 5.68 | 9.64 | 20.75 | 13.32 | 29.76 | 47.04 | 11.18 | 7.19 | 7.95 |
| Yield(%) | 0.00 | 1.80 | 3.96 | 3.77 | 6.49 | 4.36 | 3.74 | … | … | 0.24 | 2.03 | 3.01 | 8.09 | 2.71 | 1.37 | 7.39 | 4.29 | 20.26 | 1.40 | 1.38 | 1.32 | 1.45 | 1.43 | 6.08 | 2.54 | 1.14 |
Data as of 08/23/2021, Common starting date is 01/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHSRX (AHA SOCIALLY RESPONSIBLE EQUITY FUND AHA SOCIALLY RESPONSIBLE EQUITY FUND – INSTITUTIONAL) |
-16.05%
Feb 2006 – Feb 2009 |
-3.27%
May 2007 – May 2012 |
2.71%
Feb 2006 – Feb 2016 |
3.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHSRX (AHA SOCIALLY RESPONSIBLE EQUITY FUND AHA SOCIALLY RESPONSIBLE EQUITY FUND – INSTITUTIONAL) |
22.01%
Feb 2009 – Feb 2012 |
20.29%
Feb 2009 – Feb 2014 |
12.14%
Feb 2009 – Feb 2019 |
6.67%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart