Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/05/2010.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AQDIX (Amer Beacon Alpha Quant Dividend Fund In) | NA | 29.08% | -7.75% | -0.50% | -1.36% | NA | NA | 0.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQDIX (Amer Beacon Alpha Quant Dividend Fund In) | 07/15/1998 | 02/05/2010 |
The return data shown below all have the same latest date: 02/05/2010.
AR inception is since 07/15/1998.
AR inception is since 07/15/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 29.08 | -7.75 | -0.50 | -1.36 | NA | NA | 0.67 | -4.17 | 26.44 | -37.20 | 5.40 | 15.44 | 4.52 | 10.64 | 28.09 | -22.57 | -12.23 | -9.20 | 20.61 | 5.43 |
| Sharpe Ratio | NA | 1.14 | -0.30 | -0.10 | -0.14 | NA | NA | -0.06 | -1.91 | 0.97 | -0.93 | 0.15 | 1.21 | 0.23 | 0.88 | 1.61 | -0.91 | -0.69 | -0.60 | 0.97 | 0.37 |
| Standard Deviation(%) | NA | 25.50 | 30.28 | 24.52 | 22.50 | NA | NA | 21.95 | 18.84 | 27.28 | 40.84 | 15.97 | 10.05 | 10.38 | 11.05 | 17.06 | 25.97 | 21.53 | 22.19 | 17.96 | 24.21 |
| Draw Down(%) | NA | 21.90 | 55.25 | 55.25 | 55.25 | NA | NA | 55.25 | 7.52 | 27.15 | 47.78 | 9.81 | 7.48 | 6.97 | 7.81 | 13.73 | 33.32 | 29.28 | 15.83 | 11.86 | 18.77 |
| Yield(%) | 0.00 | 2.28 | 3.75 | 3.49 | 1.95 | 1.73 | 1.30 | 2.36 | 0.00 | 2.08 | 2.14 | 8.17 | 2.28 | 1.60 | 1.68 | 1.42 | 0.89 | 0.97 | 1.00 | 1.71 | 0.55 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQDIX (Amer Beacon Alpha Quant Dividend Fund In) |
-16.40%
Mar 2000 - Mar 2003 |
-6.86%
Feb 2004 - Feb 2009 |
-3.73%
Feb 1999 - Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQDIX (Amer Beacon Alpha Quant Dividend Fund In) |
16.87%
Mar 2003 - Mar 2006 |
15.00%
Sep 2002 - Sep 2007 |
3.62%
Aug 1998 - Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart