Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATHBX (HERITAGE FUND B CLASS) | NA | 0.09% | 0.03% | 0.02% | NA | NA | NA | … | … |
Data as of 09/30/2015, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATHBX (HERITAGE FUND B CLASS) | 10/03/2007 | 09/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.37 | 0.09 | 0.03 | 0.02 | NA | NA | NA | … | … | -2.57 | 7.08 | 29.70 | 14.94 | -7.46 | 30.06 | 35.48 | -46.72 | 0.00 |
| Sharpe Ratio | NA | -0.17 | -0.07 | -0.05 | NA | NA | NA | … | … | -0.03 | 0.47 | 2.21 | 0.92 | -0.25 | 1.26 | 1.16 | -1.09 | 0.90 |
| Standard Deviation(%) | NA | 16.27 | 16.27 | 16.27 | NA | NA | NA | … | … | 16.27 | 15.07 | 13.42 | 16.27 | 29.56 | 23.83 | 30.50 | 43.43 | 0.00 |
| Draw Down(%) | NA | 12.77 | 12.77 | 12.77 | NA | NA | NA | … | … | 12.77 | 12.07 | 6.10 | 12.32 | 26.51 | 18.11 | 21.58 | 56.44 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/30/2015, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHBX (HERITAGE FUND B CLASS) |
0.00%
NA |
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 |
|---|---|---|---|---|
| ATHBX (HERITAGE FUND B CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart