Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ANONX (SMALL CAP GROWTH FUND I CLASS) | 0.80% | 11.37% | 9.01% | 2.50% | 6.90% | 10.70% | NA | 7.34% |
Data as of 06/06/2025, AR inception is 06/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANONX (SMALL CAP GROWTH FUND I CLASS) | 06/19/2007 | 06/06/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.89 | 11.37 | 9.01 | 2.50 | 6.90 | 10.70 | NA | 7.34 | 0.80 | 15.10 | 17.33 | -26.23 | -10.95 | 35.91 | 37.09 | -4.66 | 26.08 | 10.97 | -3.83 | 5.69 | 41.14 | 14.63 | -5.02 | 30.37 | 25.15 | -41.90 | 1.26 |
| Sharpe Ratio | NA | 0.33 | 0.26 | 0.03 | 0.22 | NA | NA | 0.23 | -0.04 | 0.46 | 0.75 | -0.88 | -0.41 | 0.88 | 2.10 | -0.29 | 2.05 | 0.55 | -0.21 | 0.31 | 2.57 | 0.76 | -0.14 | 1.17 | 0.73 | -1.06 | -0.01 |
| Standard Deviation(%) | NA | 24.18 | 22.28 | 24.90 | 24.22 | NA | NA | 25.87 | 29.33 | 18.58 | 17.58 | 31.48 | 26.93 | 40.44 | 16.97 | 20.82 | 12.44 | 19.73 | 18.19 | 18.39 | 16.00 | 19.25 | 36.69 | 25.97 | 34.38 | 40.10 | 22.66 |
| Draw Down(%) | NA | 25.49 | 25.49 | 48.12 | 48.12 | NA | NA | 59.67 | 25.40 | 10.64 | 17.32 | 32.37 | 28.43 | 39.03 | 10.61 | 28.03 | 6.08 | 19.94 | 17.49 | 15.87 | 5.92 | 15.01 | 32.64 | 20.11 | 27.31 | 52.89 | 12.68 |
| Yield(%) | 0.00 | 0.33 | 0.13 | 0.07 | 2.74 | 4.32 | 2.35 | 2.76 | 0.00 | 0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 6.97 | 13.19 | 4.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/06/2025, AR inception is 06/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANONX (SMALL CAP GROWTH FUND I CLASS) |
-11.75%
Nov 2020 - Nov 2023 |
-1.19%
Oct 2007 - Oct 2012 |
5.54%
Oct 2013 - Oct 2023 |
5.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANONX (SMALL CAP GROWTH FUND I CLASS) |
27.94%
Feb 2009 - Feb 2012 |
25.67%
Feb 2009 - Feb 2014 |
17.29%
Feb 2009 - Feb 2019 |
12.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart