Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANCX (Access National Corporation) | NA | -17.38% | 10.77% | 11.27% | 21.02% | NA | NA | … | … |
Data as of 01/31/2019, Common starting date is 07/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANCX (Access National Corporation) | 07/19/2004 | 01/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | -17.38 | 10.77 | 11.27 | 21.02 | NA | NA | … | … | 10.69 | -22.11 | 2.53 | 39.64 | 24.64 | 21.78 | 21.54 | 50.74 | 38.48 | 10.21 | 24.03 | -20.19 | -36.49 | -32.78 | 101.56 | 1.00 |
| Sharpe Ratio | NA | -0.79 | 0.40 | 0.45 | 0.71 | NA | NA | … | … | 10.21 | -1.01 | 0.09 | 1.43 | 0.96 | 0.97 | 0.51 | 1.76 | 1.43 | 0.37 | 0.45 | -0.32 | -1.34 | -0.94 | 3.09 | 0.03 |
| Standard Deviation(%) | NA | 23.84 | 24.17 | 24.18 | 30.44 | NA | NA | … | … | 23.18 | 23.10 | 22.37 | 27.53 | 25.66 | 22.53 | 41.90 | 29.09 | 26.87 | 27.35 | 53.56 | 66.15 | 29.58 | 38.59 | 32.12 | 27.76 |
| Draw Down(%) | NA | 31.44 | 31.44 | 31.44 | 34.77 | NA | NA | … | … | 3.04 | 31.44 | 18.61 | 18.53 | 18.19 | 19.26 | 34.77 | 15.14 | 14.87 | 14.30 | 22.82 | 43.89 | 41.70 | 40.61 | 10.18 | 12.98 |
| Yield(%) | 0.00 | 1.58 | 2.98 | 3.85 | 10.11 | 2.27 | 1.70 | … | … | 0.00 | 1.63 | 2.13 | 3.01 | 3.50 | 5.87 | 7.86 | 2.77 | 1.97 | 0.67 | 0.84 | 0.66 | 0.42 | 0.13 | 0.00 | 0.00 |
Data as of 01/31/2019, Common starting date is 07/19/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANCX (Access National Corporation) |
-30.16%
Dec 2005 – Dec 2008 |
-14.17%
Dec 2005 – Dec 2010 |
6.01%
Dec 2005 – Dec 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANCX (Access National Corporation) |
41.80%
Feb 2010 – Feb 2013 |
33.90%
Feb 2009 – Feb 2014 |
21.09%
Jul 2008 – Jul 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart