Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASINX (MULTI-ASSET REAL RETURN FUND I CLASS) | NA | 3.72% | 4.41% | 4.63% | 1.78% | NA | NA | … | … |
Data as of 10/16/2020, Common starting date is 05/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASINX (MULTI-ASSET REAL RETURN FUND I CLASS) | 05/03/2010 | 10/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.72 | 4.41 | 4.63 | 1.78 | NA | NA | … | … | 0.37 | 15.32 | -4.10 | 10.88 | 5.93 | -7.64 | -3.04 | -2.37 | 3.85 | -1.97 | 4.96 |
| Sharpe Ratio | NA | 0.21 | 0.32 | 0.44 | 0.18 | NA | NA | … | … | 0.01 | 2.39 | -0.64 | 2.58 | 0.90 | -1.44 | -0.84 | -0.49 | 0.66 | -0.22 | 1.05 |
| Standard Deviation(%) | NA | 14.50 | 10.26 | 8.66 | 7.49 | NA | NA | … | … | 16.15 | 5.82 | 8.45 | 3.99 | 6.34 | 5.33 | 3.63 | 4.90 | 5.81 | 9.12 | 7.05 |
| Draw Down(%) | NA | 21.07 | 21.07 | 21.07 | 21.07 | NA | NA | … | … | 21.07 | 2.86 | 9.97 | 1.93 | 3.85 | 9.55 | 7.62 | 6.91 | 6.97 | 11.43 | 5.00 |
| Yield(%) | 0.00 | 1.39 | 2.74 | 1.81 | 1.27 | 0.87 | 0.65 | … | … | 1.35 | 3.03 | 3.83 | 0.00 | 0.00 | 0.00 | 1.27 | 0.41 | 0.06 | 1.61 | 1.16 |
Data as of 10/16/2020, Common starting date is 05/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASINX (MULTI-ASSET REAL RETURN FUND I CLASS) |
-5.16%
Jan 2013 – Jan 2016 |
-3.02%
Feb 2011 – Feb 2016 |
1.98%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASINX (MULTI-ASSET REAL RETURN FUND I CLASS) |
7.09%
Nov 2016 – Nov 2019 |
5.15%
Aug 2015 – Aug 2020 |
2.48%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart