Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASFQX (361 U.S. SMALL CAP EQUITY FUND INVESTOR CLASS SHARES) | NA | -10.19% | -3.54% | NA | NA | NA | NA | … | … |
Data as of 06/03/2020, Common starting date is 01/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASFQX (361 U.S. SMALL CAP EQUITY FUND INVESTOR CLASS SHARES) | 01/03/2017 | 06/03/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.19 | -3.54 | NA | NA | NA | NA | … | … | -18.64 | 17.41 | -16.27 | 12.05 |
| Sharpe Ratio | NA | -0.28 | -0.18 | NA | NA | NA | NA | … | … | -0.65 | 1.02 | -0.92 | 0.89 |
| Standard Deviation(%) | NA | 40.25 | 27.00 | NA | NA | NA | NA | … | … | 59.89 | 15.77 | 19.11 | 12.90 |
| Draw Down(%) | NA | 44.48 | 49.31 | NA | NA | NA | NA | … | … | 44.48 | 10.10 | 29.50 | 6.03 |
| Yield(%) | 0.00 | 0.00 | 0.74 | 0.45 | 0.23 | 0.15 | 0.11 | … | … | 0.00 | 0.00 | 0.03 | 2.22 |
Data as of 06/03/2020, Common starting date is 01/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASFQX (361 U.S. SMALL CAP EQUITY FUND INVESTOR CLASS SHARES) |
-8.65%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| ASFQX (361 U.S. SMALL CAP EQUITY FUND INVESTOR CLASS SHARES) |
-0.04%
Feb 2017 – Feb 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart