Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMLCX (ALPHAMARK LARGE CAP GROWTH FUND ALPHAMARK LARGE CAP GROWTH FUND) | NA | 11.28% | 6.25% | 3.61% | 7.76% | NA | NA | … | … |
Data as of 08/02/2023, Common starting date is 11/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMLCX (ALPHAMARK LARGE CAP GROWTH FUND ALPHAMARK LARGE CAP GROWTH FUND) | 11/12/2008 | 08/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.28 | 6.25 | 3.61 | 7.76 | NA | NA | … | … | 6.69 | -16.57 | 8.52 | -8.32 | 25.01 | -15.41 | 29.06 | 12.55 | -4.51 | 13.80 | 34.35 | 15.84 | -3.34 | 8.73 | 34.13 | 10.80 |
| Sharpe Ratio | NA | 0.46 | 0.30 | 0.12 | 0.42 | NA | NA | … | … | 0.66 | -0.93 | 0.52 | -0.29 | 1.74 | -1.01 | 3.28 | 0.76 | -0.27 | 1.04 | 2.66 | 1.08 | -0.13 | 0.45 | 1.05 | 1.85 |
| Standard Deviation(%) | NA | 16.82 | 16.53 | 19.05 | 16.68 | NA | NA | … | … | 11.16 | 19.29 | 16.28 | 29.53 | 13.56 | 16.50 | 8.70 | 16.22 | 16.60 | 13.26 | 12.90 | 14.76 | 25.37 | 19.03 | 32.49 | 64.28 |
| Draw Down(%) | NA | 12.45 | 26.47 | 30.18 | 30.18 | NA | NA | … | … | 7.13 | 17.53 | 11.48 | 30.18 | 9.31 | 23.96 | 4.18 | 11.17 | 16.60 | 9.53 | 7.57 | 11.28 | 22.55 | 17.87 | 27.65 | 18.74 |
| Yield(%) | 0.00 | 22.25 | 11.27 | 8.71 | 9.71 | 13.70 | 10.28 | … | … | 17.98 | 5.20 | 0.00 | 11.89 | 2.40 | 14.52 | 6.99 | 8.47 | 14.68 | 13.38 | 10.72 | 9.99 | 4.05 | 3.26 | 0.00 | 0.00 |
Data as of 08/02/2023, Common starting date is 11/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMLCX (ALPHAMARK LARGE CAP GROWTH FUND ALPHAMARK LARGE CAP GROWTH FUND) |
0.07%
Sep 2019 – Sep 2022 |
1.59%
Sep 2017 – Sep 2022 |
7.50%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMLCX (ALPHAMARK LARGE CAP GROWTH FUND ALPHAMARK LARGE CAP GROWTH FUND) |
23.31%
Feb 2009 – Feb 2012 |
22.06%
Feb 2009 – Feb 2014 |
14.71%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart