Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANORX (SMALL CAP GROWTH FUND R CLASS) | 11.59% | 21.73% | 14.58% | 4.35% | 12.97% | 11.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANORX (SMALL CAP GROWTH FUND R CLASS) | 10/03/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 21.73 | 14.58 | 4.35 | 12.97 | 11.25 | NA | … | … | 11.59 | 2.34 | 14.30 | 16.52 | -26.75 | -14.18 | 33.19 | 36.09 | -5.32 | 25.20 | 10.23 | -4.50 | 4.88 | 40.25 | 13.83 | -5.63 | 29.48 | 24.21 | -42.27 | -4.35 |
| Sharpe Ratio | NA | 1.12 | 0.58 | 0.07 | 0.49 | NA | NA | … | … | 1.24 | -0.02 | 0.41 | 0.70 | -0.90 | -0.49 | 0.80 | 2.04 | -0.32 | 1.99 | 0.51 | -0.25 | 0.26 | 2.51 | 0.72 | -0.15 | 1.13 | 0.70 | -1.07 | -0.80 |
| Standard Deviation(%) | NA | 19.80 | 20.57 | 22.92 | 23.44 | NA | NA | … | … | 22.38 | 25.27 | 18.61 | 17.61 | 31.42 | 28.76 | 40.85 | 16.97 | 20.86 | 12.42 | 19.78 | 18.12 | 18.35 | 15.99 | 19.17 | 36.72 | 25.93 | 34.41 | 40.17 | 23.69 |
| Draw Down(%) | NA | 12.57 | 25.69 | 37.27 | 39.11 | NA | NA | … | … | 12.57 | 25.51 | 10.69 | 17.44 | 32.56 | 30.59 | 39.11 | 10.72 | 28.19 | 6.12 | 19.97 | 17.63 | 16.21 | 5.94 | 15.06 | 32.87 | 20.22 | 27.57 | 53.18 | 11.62 |
| Yield(%) | 0.00 | 8.84 | 3.64 | 5.45 | 10.53 | 10.26 | 7.06 | … | … | 0.00 | 8.78 | 0.00 | 0.00 | 0.00 | 20.94 | 16.12 | 7.66 | 14.19 | 4.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANORX (SMALL CAP GROWTH FUND R CLASS) |
-5.23%
Apr 2021 – Apr 2024 |
-0.53%
Nov 2007 – Nov 2012 |
6.71%
Nov 2007 – Nov 2017 |
7.46%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANORX (SMALL CAP GROWTH FUND R CLASS) |
29.97%
Dec 2018 – Dec 2021 |
26.37%
Feb 2016 – Feb 2021 |
17.60%
Sep 2011 – Sep 2021 |
14.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart