Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ARIVX (ASTON/RIVER ROAD INDEPENDENT VALUE FUND CLASS N SHARES) NA 9.47% 1.16% 3.47% NA NA NA
Data as of 12/08/2016, Common starting date is 01/03/2011
More Performance Analytics Comparison
Name Start Date End Date
ARIVX (ASTON/RIVER ROAD INDEPENDENT VALUE FUND CLASS N SHARES) 01/03/2011 12/08/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 9.47 1.16 3.47 NA NA NA 9.14 -4.09 -2.28 7.09 8.09 7.05
Sharpe Ratio NA 2.09 0.22 0.53 NA NA NA 2.14 -0.72 -0.37 1.04 1.06 0.50
Standard Deviation(%) NA 4.43 5.55 6.37 NA NA NA 4.46 5.73 6.25 6.78 7.65 14.03
Draw Down(%) NA 3.43 12.01 12.01 NA NA NA 3.14 7.55 6.83 3.48 4.41 10.42
Yield(%) 0.00 0.00 3.17 3.44 1.84 1.23 0.92 0.00 0.00 5.78 4.07 5.91 1.18
Data as of 12/08/2016, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ARIVX (ASTON/RIVER ROAD INDEPENDENT VALUE FUND CLASS N SHARES) -0.26%
Jan 2013 – Jan 2016
2.85%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ARIVX (ASTON/RIVER ROAD INDEPENDENT VALUE FUND CLASS N SHARES) 6.98%
Sep 2011 – Sep 2014
4.79%
Sep 2011 – Sep 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return