Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ANODX (SMALL CAP GROWTH FUND R6 CLASS) | 4.69% | 8.81% | 11.41% | 9.10% | 10.79% | NA | NA | 12.57% |
Data as of 07/25/2025, AR inception is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANODX (SMALL CAP GROWTH FUND R6 CLASS) | 07/29/2013 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 8.81 | 11.41 | 9.10 | 10.79 | NA | NA | 12.57 | 4.69 | 15.34 | 17.52 | -26.15 | 8.10 | 51.61 | 37.22 | -4.52 | 26.51 | 11.16 | -3.68 | 5.76 | 14.13 |
| Sharpe Ratio | NA | 0.24 | 0.38 | 0.32 | 0.39 | NA | NA | 0.46 | 0.21 | 0.63 | 0.79 | -0.88 | 0.36 | 1.30 | 2.10 | -0.28 | 2.11 | 0.55 | -0.20 | 0.31 | 2.27 |
| Standard Deviation(%) | NA | 23.83 | 21.36 | 23.25 | 23.56 | NA | NA | 22.60 | 26.59 | 18.58 | 17.61 | 31.47 | 22.15 | 39.33 | 17.03 | 20.85 | 12.33 | 19.80 | 18.17 | 18.38 | 15.88 |
| Draw Down(%) | NA | 25.48 | 25.48 | 37.05 | 39.06 | NA | NA | 39.06 | 25.40 | 10.65 | 17.25 | 32.34 | 13.19 | 39.06 | 10.56 | 27.96 | 6.05 | 19.88 | 17.44 | 15.79 | 5.03 |
| Yield(%) | 0.00 | 0.46 | 0.20 | 7.06 | 7.73 | 6.80 | 5.10 | 9.27 | 0.00 | 0.51 | 0.00 | 0.02 | 18.17 | 14.31 | 6.91 | 13.10 | 4.82 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANODX (SMALL CAP GROWTH FUND R6 CLASS) |
-4.47%
Apr 2021 - Apr 2024 |
5.57%
Mar 2015 - Mar 2020 |
8.94%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANODX (SMALL CAP GROWTH FUND R6 CLASS) |
31.01%
Dec 2018 - Dec 2021 |
27.51%
Feb 2016 - Feb 2021 |
12.32%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart