Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ANODX (SMALL CAP GROWTH FUND R6 CLASS) | -5.12% | 5.43% | 9.62% | 3.63% | 6.80% | NA | NA | 8.62% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANODX (SMALL CAP GROWTH FUND R6 CLASS) | 07/29/2013 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 07/29/2013.
AR inception is since 07/29/2013.
| 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 (%) | 1.16 | 5.43 | 9.62 | 3.63 | 6.80 | NA | NA | 8.62 | -5.12 | 15.34 | 17.52 | -26.15 | -10.56 | 36.41 | 37.22 | -4.52 | 26.51 | 11.16 | -3.68 | 5.76 | 14.13 |
| Sharpe Ratio | NA | -0.04 | 0.23 | 0.04 | 0.21 | NA | NA | 0.28 | -0.54 | 0.47 | 0.76 | -0.88 | -0.40 | 0.89 | 2.10 | -0.28 | 2.11 | 0.55 | -0.20 | 0.31 | 2.27 |
| Standard Deviation(%) | NA | 23.86 | 22.79 | 24.98 | 24.17 | NA | NA | 23.27 | 30.96 | 18.58 | 17.61 | 31.47 | 26.78 | 40.45 | 17.03 | 20.85 | 12.33 | 19.80 | 18.17 | 18.38 | 15.88 |
| Draw Down(%) | NA | 25.48 | 25.48 | 47.91 | 47.91 | NA | NA | 47.91 | 25.40 | 10.65 | 17.25 | 32.34 | 28.18 | 39.06 | 10.56 | 27.96 | 6.05 | 19.88 | 17.44 | 15.79 | 5.03 |
| Yield(%) | 0.00 | 0.49 | 0.21 | 0.12 | 2.86 | 2.45 | 1.84 | 3.34 | 0.00 | 0.51 | 0.00 | 0.02 | 0.00 | 0.00 | 6.91 | 13.10 | 4.82 | 0.00 | 0.00 | 0.00 | 0.00 |
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) |
-11.47%
Nov 2020 - Nov 2023 |
0.62%
Sep 2018 - Sep 2023 |
5.77%
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) |
23.59%
Oct 2018 - Oct 2021 |
24.85%
Feb 2016 - Feb 2021 |
9.06%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart