Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASFZX (361 U.S. SMALL CAP EQUITY FUND CLASS I SHARES) | NA | -10.04% | -3.28% | NA | NA | NA | NA | … | … |
Data as of 06/03/2020, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASFZX (361 U.S. SMALL CAP EQUITY FUND CLASS I SHARES) | 01/04/2017 | 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 | -10.04 | -3.28 | NA | NA | NA | NA | … | … | -18.65 | 17.44 | -16.13 | 10.70 |
| Sharpe Ratio | NA | -0.27 | -0.17 | NA | NA | NA | NA | … | … | -0.65 | 1.02 | -0.91 | 0.79 |
| Standard Deviation(%) | NA | 40.34 | 27.04 | NA | NA | NA | NA | … | … | 59.99 | 15.86 | 19.10 | 12.84 |
| Draw Down(%) | NA | 44.51 | 49.10 | NA | NA | NA | NA | … | … | 44.51 | 10.13 | 29.59 | 6.02 |
| Yield(%) | 0.00 | 0.25 | 0.91 | 0.55 | 0.27 | 0.18 | 0.14 | … | … | 0.00 | 0.26 | 0.19 | 2.27 |
Data as of 06/03/2020, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASFZX (361 U.S. SMALL CAP EQUITY FUND CLASS I SHARES) |
-8.37%
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 |
|---|---|---|---|---|
| ASFZX (361 U.S. SMALL CAP EQUITY FUND CLASS I SHARES) |
0.26%
Feb 2017 – Feb 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart