Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMDCX (Amidex35 Mutual Fd C Sh) | NA | -9.58% | -5.18% | -5.29% | -1.15% | 0.92% | -2.73% | … | … |
Data as of 06/30/2020, Common starting date is 05/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMDCX (Amidex35 Mutual Fd C Sh) | 05/24/2000 | 06/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.58 | -5.18 | -5.29 | -1.15 | 0.92 | -2.73 | … | … | -10.52 | 10.59 | -12.35 | 9.87 | -11.36 | -2.17 | -0.63 | 15.88 | -0.58 | -29.70 | 14.13 | 60.04 | -41.49 | 24.97 | 9.30 | 13.24 | 13.93 | 54.79 | -39.93 | -45.28 | 10.43 |
| Sharpe Ratio | NA | -0.38 | -0.33 | -0.36 | -0.09 | NA | NA | … | … | -0.57 | 0.77 | -0.88 | 1.00 | -0.85 | -0.16 | -0.07 | 1.38 | -0.04 | -1.08 | 0.89 | 2.82 | -1.59 | 1.41 | 0.40 | 0.89 | 0.86 | 2.37 | -1.58 | -1.09 | 0.32 |
| Standard Deviation(%) | NA | 26.45 | 18.94 | 16.85 | 16.75 | NA | NA | … | … | 36.18 | 11.86 | 15.49 | 9.29 | 13.61 | 13.51 | 9.89 | 11.45 | 14.91 | 27.63 | 15.86 | 21.29 | 26.62 | 15.64 | 14.91 | 12.48 | 15.15 | 22.80 | 25.90 | 44.10 | 43.59 |
| Draw Down(%) | NA | 34.54 | 37.29 | 43.42 | 49.96 | NA | NA | … | … | 34.54 | 9.32 | 21.16 | 9.10 | 14.36 | 14.89 | 8.15 | 8.03 | 23.19 | 33.17 | 20.07 | 11.57 | 51.14 | 12.73 | 19.81 | 9.35 | 20.32 | 12.63 | 51.59 | 60.07 | 26.36 |
| Yield(%) | 0.00 | 9.42 | 3.70 | 1.99 | 1.17 | 1.00 | 0.38 | … | … | 2.73 | 7.43 | 2.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2020, Common starting date is 05/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMDCX (Amidex35 Mutual Fd C Sh) |
-28.23%
Sep 2000 – Sep 2003 |
-12.93%
Jun 2000 – Jun 2005 |
-4.47%
Mar 2010 – Mar 2020 |
-3.27%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMDCX (Amidex35 Mutual Fd C Sh) |
28.39%
Sep 2002 – Sep 2005 |
23.67%
Oct 2002 – Oct 2007 |
7.77%
Sep 2002 – Sep 2012 |
6.19%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart