Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASHHX (SHORT DURATION FUND I CLASS) | 0.54% | 3.86% | 4.79% | 2.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASHHX (SHORT DURATION FUND I CLASS) | 04/11/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.86 | 4.79 | 2.32 | NA | NA | NA | … | … | 0.54 | 5.73 | 4.76 | 4.92 | -4.15 | 1.23 | 4.01 | 4.05 | 1.43 | 0.17 |
| Sharpe Ratio | NA | 0.93 | 0.75 | -0.10 | NA | NA | NA | … | … | -0.60 | 1.41 | 0.50 | 0.42 | -2.81 | 1.22 | 1.46 | 1.71 | 0.04 | -0.59 |
| Standard Deviation(%) | NA | 1.88 | 2.27 | 2.23 | NA | NA | NA | … | … | 1.95 | 2.03 | 2.27 | 3.06 | 1.99 | 0.99 | 2.57 | 1.51 | 1.18 | 0.85 |
| Draw Down(%) | NA | 1.31 | 1.31 | 5.78 | NA | NA | NA | … | … | 1.31 | 1.02 | 0.91 | 1.91 | 5.49 | 0.57 | 5.32 | 0.68 | 0.41 | 0.37 |
| Yield(%) | 0.00 | 4.10 | 4.46 | 3.44 | 2.59 | 1.73 | 1.30 | … | … | 1.45 | 4.67 | 4.64 | 4.06 | 2.13 | 1.91 | 1.64 | 2.72 | 2.59 | 0.86 |
Data as of 06/04/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHHX (SHORT DURATION FUND I CLASS) |
-0.06%
Sep 2020 – Sep 2023 |
1.04%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHHX (SHORT DURATION FUND I CLASS) |
5.27%
Feb 2023 – Feb 2026 |
2.60%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart