Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALBVX (LARGE COMPANY VALUE FUND B CLASS) | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 02/11/2003, AR inception is 02/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALBVX (LARGE COMPANY VALUE FUND B CLASS) | 02/11/2003 | 02/11/2003 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | NA | -4.57 | 11.70 | 30.20 | 15.41 | 0.28 | 10.01 | 19.21 | -37.90 | 0.55 | 18.72 | 3.11 | 13.33 | 0.00 |
| Sharpe Ratio | NA | 0.42 | 0.83 | 0.72 | 0.19 | NA | NA | 0.32 | -0.35 | 0.98 | 2.67 | 1.19 | 0.01 | 0.56 | 0.65 | -0.88 | -0.15 | 1.76 | 0.10 | 1.22 | 2.64 |
| Standard Deviation(%) | NA | 16.21 | 13.34 | 15.82 | 21.76 | NA | NA | 0.00 | 16.61 | 11.98 | 11.30 | 13.00 | 23.61 | 17.84 | 29.33 | 43.81 | 16.62 | 8.79 | 9.57 | 10.12 | 0.00 |
| Draw Down(%) | NA | 15.13 | 15.13 | 20.14 | 59.15 | NA | NA | 0.00 | 15.13 | 9.92 | 5.19 | 10.24 | 20.14 | 16.33 | 31.08 | 49.92 | 13.79 | 6.95 | 6.18 | 5.88 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Data as of 02/11/2003, AR inception is 02/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBVX (LARGE COMPANY VALUE FUND B CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBVX (LARGE COMPANY VALUE FUND B CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart