Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APLVX (ActivePassive Large Cap Value A) | NA | -9.11% | 0.47% | NA | NA | NA | NA | -6.23% |
Data as of 12/05/2012, AR inception is 01/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APLVX (ActivePassive Large Cap Value A) | 01/07/2008 | 12/05/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.11 | 0.47 | NA | NA | NA | NA | -6.23 | -9.68 | -1.07 | 13.90 | 17.11 | -35.15 |
| Sharpe Ratio | NA | -0.26 | 0.01 | NA | NA | NA | NA | -0.18 | -0.38 | -0.05 | 0.78 | 0.57 | -0.88 |
| Standard Deviation(%) | NA | 34.77 | 29.14 | NA | NA | NA | NA | 29.77 | 27.75 | 23.58 | 17.78 | 29.80 | 41.19 |
| Draw Down(%) | NA | 21.74 | 21.74 | NA | NA | NA | NA | 54.33 | 21.74 | 21.39 | 15.77 | 31.24 | 46.42 |
| Yield(%) | 0.00 | 3.43 | 1.63 | 0.75 | 0.37 | 0.25 | 0.19 | 0.93 | 0.00 | 3.34 | 1.09 | 0.00 | 0.00 |
Data as of 12/05/2012, AR inception is 01/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLVX (ActivePassive Large Cap Value A) |
-2.58%
Aug 2008 - Aug 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLVX (ActivePassive Large Cap Value A) |
22.19%
Feb 2009 - Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart