Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARFIX (American Century LIVESTRONG 2015 Inv) | NA | -4.90% | 3.57% | 5.74% | 5.10% | NA | NA | 5.09% |
Data as of 03/27/2015, AR inception is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARFIX (American Century LIVESTRONG 2015 Inv) | 01/26/2005 | 03/27/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.21 | -4.90 | 3.57 | 5.74 | 5.10 | NA | NA | 5.09 | -9.51 | 6.27 | 11.53 | 10.59 | 3.16 | 11.23 | 18.26 | -20.04 | 8.46 | 10.53 | 6.50 |
| Sharpe Ratio | NA | -0.36 | 0.37 | 0.57 | 0.37 | NA | NA | 0.38 | -1.45 | 1.25 | 2.08 | 1.76 | 0.28 | 1.20 | 1.31 | -1.06 | 0.65 | 1.17 | 0.86 |
| Standard Deviation(%) | NA | 13.70 | 9.63 | 10.14 | 11.35 | NA | NA | 10.80 | 24.02 | 5.01 | 5.54 | 6.05 | 11.38 | 9.27 | 13.92 | 19.75 | 8.45 | 6.22 | 5.53 |
| Draw Down(%) | NA | 11.42 | 11.42 | 11.42 | 31.94 | NA | NA | 31.94 | 11.42 | 4.04 | 4.23 | 4.63 | 8.86 | 6.89 | 14.60 | 29.88 | 5.29 | 5.81 | 3.80 |
| Yield(%) | 0.00 | 4.44 | 3.80 | 3.60 | 3.78 | 2.51 | 1.89 | 3.77 | 0.00 | 4.51 | 3.65 | 3.00 | 2.36 | 2.61 | 2.12 | 4.11 | 3.99 | 4.95 | 3.07 |
Data as of 03/27/2015, AR inception is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARFIX (American Century LIVESTRONG 2015 Inv) |
-5.30%
Feb 2006 - Feb 2009 |
2.81%
May 2007 - May 2012 |
6.12%
Feb 2005 - Feb 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARFIX (American Century LIVESTRONG 2015 Inv) |
16.52%
Feb 2009 - Feb 2012 |
13.43%
Feb 2009 - Feb 2014 |
6.12%
Feb 2005 - Feb 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart