Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASMIX (Allegiant Small Cap Growth I) | NA | -25.00% | -6.25% | -2.61% | -3.56% | NA | NA | … | … |
Data as of 09/11/2009, Common starting date is 08/13/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASMIX (Allegiant Small Cap Growth I) | 08/13/1997 | 09/11/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.00 | -6.25 | -2.61 | -3.56 | NA | NA | … | … | 6.37 | -37.07 | 10.35 | 7.68 | -4.84 | 0.10 | 45.43 | -39.31 | -8.11 | -15.03 | 36.06 | 8.22 | 7.76 |
| Sharpe Ratio | NA | -0.60 | -0.27 | -0.17 | -0.20 | NA | NA | … | … | 0.31 | -1.00 | 0.38 | 0.25 | -0.42 | -0.04 | 2.00 | -1.53 | -0.38 | -0.49 | 1.66 | 0.24 | 1.22 |
| Standard Deviation(%) | NA | 42.04 | 29.28 | 25.43 | 27.27 | NA | NA | … | … | 29.68 | 38.00 | 19.21 | 17.62 | 16.53 | 23.41 | 22.32 | 26.45 | 28.15 | 39.27 | 19.80 | 20.19 | 14.67 |
| Draw Down(%) | NA | 45.92 | 54.03 | 54.03 | 71.91 | NA | NA | … | … | 25.35 | 48.09 | 11.29 | 17.01 | 18.33 | 33.33 | 13.23 | 45.60 | 30.79 | 42.72 | 19.79 | 35.80 | 6.92 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.17 | 1.05 | 0.79 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.96 | 0.00 | 1.56 | 0.41 |
Data as of 09/11/2009, Common starting date is 08/13/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMIX (Allegiant Small Cap Growth I) |
-28.55%
Feb 2000 – Feb 2003 |
-12.20%
Mar 2000 – Mar 2005 |
-4.46%
Jan 1999 – Jan 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMIX (Allegiant Small Cap Growth I) |
17.45%
Mar 2003 – Mar 2006 |
11.07%
Oct 2002 – Oct 2007 |
2.10%
Oct 1997 – Oct 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart