Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATVYF (ACTIVEnergy Income Fund) | NA | -21.56% | -27.00% | -12.16% | NA | NA | NA | … | … |
Data as of 06/02/2017, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATVYF (ACTIVEnergy Income Fund) | 12/28/2007 | 06/02/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.56 | -27.00 | -12.16 | NA | NA | NA | … | … | -9.81 | 5.22 | -43.63 | -15.30 | 3.74 | -4.67 | -14.40 | 27.00 | 62.12 | -51.09 | 27.18 |
| Sharpe Ratio | NA | -0.64 | -0.63 | -0.32 | NA | NA | NA | … | … | -2.05 | 0.13 | -1.14 | -0.47 | 0.35 | -0.20 | -0.41 | 0.87 | 1.09 | -0.89 | NA |
| Standard Deviation(%) | NA | 34.32 | 43.04 | 38.60 | NA | NA | NA | … | … | 10.95 | 38.13 | 38.40 | 32.62 | 10.59 | 23.71 | 34.93 | 30.92 | 56.72 | 58.04 | 0.00 |
| Draw Down(%) | NA | 26.22 | 66.82 | 66.82 | NA | NA | NA | … | … | 9.81 | 24.93 | 45.83 | 36.12 | 6.85 | 23.20 | 31.67 | 20.57 | 42.31 | 66.10 | 0.00 |
| Yield(%) | 0.00 | 4.77 | 4.10 | 4.04 | 1.49 | 1.00 | 0.75 | … | … | 1.63 | 6.14 | 8.06 | 7.36 | 0.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/02/2017, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATVYF (ACTIVEnergy Income Fund) |
-27.00%
May 2014 – May 2017 |
-19.31%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATVYF (ACTIVEnergy Income Fund) |
31.63%
Feb 2009 – Feb 2012 |
16.24%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart