Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASPFX (ASPIRATION FLAGSHIP FUND ASPIRATION FLAGSHIP FUND) | NA | 6.57% | 3.31% | 1.90% | NA | NA | NA | … | … |
Data as of 03/25/2020, Common starting date is 10/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASPFX (ASPIRATION FLAGSHIP FUND ASPIRATION FLAGSHIP FUND) | 10/15/2014 | 03/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.57 | 3.31 | 1.90 | NA | NA | NA | … | … | 1.45 | 2.67 | -1.46 | 5.06 | 2.47 | -4.13 | 3.68 |
| Sharpe Ratio | NA | 0.22 | 0.23 | 0.11 | NA | NA | NA | … | … | 2.69 | 0.27 | -0.45 | 2.33 | 0.75 | -0.77 | 3.10 |
| Standard Deviation(%) | NA | 4.41 | 4.61 | 4.33 | NA | NA | NA | … | … | 2.11 | 4.64 | 6.20 | 1.91 | 3.02 | 5.37 | 6.04 |
| Draw Down(%) | NA | 4.20 | 8.18 | 8.18 | NA | NA | NA | … | … | 0.67 | 4.20 | 7.80 | 0.70 | 2.89 | 5.82 | 2.63 |
| Yield(%) | 0.00 | 2.17 | 1.54 | 1.23 | 0.77 | 0.51 | 0.38 | … | … | 0.00 | 2.23 | 1.28 | 1.11 | 0.62 | 1.07 | 1.38 |
Data as of 03/25/2020, Common starting date is 10/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASPFX (ASPIRATION FLAGSHIP FUND ASPIRATION FLAGSHIP FUND) |
0.86%
May 2015 – May 2018 |
1.52%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASPFX (ASPIRATION FLAGSHIP FUND ASPIRATION FLAGSHIP FUND) |
3.53%
Sep 2015 – Sep 2018 |
2.07%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart