Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANOYX (SMALL CAP GROWTH FUND Y CLASS) | 12.01% | 22.82% | 15.57% | 5.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANOYX (SMALL CAP GROWTH FUND Y CLASS) | 04/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 22.82 | 15.57 | 5.22 | NA | NA | NA | … | … | 12.01 | 4.99 | 15.28 | 17.51 | -26.13 | 8.09 | 51.58 | 38.07 | -4.52 | 19.17 |
| Sharpe Ratio | NA | 1.18 | 0.63 | 0.11 | NA | NA | NA | … | … | 1.30 | 0.09 | 0.63 | 0.79 | -0.88 | 0.36 | 1.30 | 2.15 | -0.28 | 2.18 |
| Standard Deviation(%) | NA | 19.82 | 20.57 | 22.93 | NA | NA | NA | … | … | 22.32 | 24.75 | 18.59 | 17.61 | 31.47 | 22.15 | 39.29 | 17.02 | 20.86 | 12.27 |
| Draw Down(%) | NA | 12.43 | 25.47 | 37.03 | NA | NA | NA | … | … | 12.43 | 25.39 | 10.65 | 17.24 | 32.33 | 13.19 | 39.01 | 10.55 | 28.00 | 6.05 |
| Yield(%) | 0.00 | 7.18 | 3.18 | 4.79 | 8.56 | 5.71 | 4.28 | … | … | 0.00 | 7.15 | 0.51 | 0.00 | 0.02 | 18.16 | 14.31 | 7.58 | 13.10 | 4.38 |
Data as of 06/04/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANOYX (SMALL CAP GROWTH FUND Y CLASS) |
-4.47%
Apr 2021 – Apr 2024 |
2.41%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANOYX (SMALL CAP GROWTH FUND Y CLASS) |
31.27%
Dec 2018 – Dec 2021 |
14.45%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart