Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHAMX (CHASE MID-CAP GROWTH FUND CLASS N) | NA | 2.19% | 10.96% | 7.52% | 11.84% | 8.55% | NA | … | … |
Data as of 04/15/2020, Common starting date is 05/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHAMX (CHASE MID-CAP GROWTH FUND CLASS N) | 05/22/2003 | 04/15/2020 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.19 | 10.96 | 7.52 | 11.84 | 8.55 | NA | … | … | 0.30 | 24.17 | -7.97 | 23.43 | 7.57 | 2.77 | 0.97 | 38.29 | 11.40 | 9.01 | 25.33 | 26.83 | -36.49 | 19.74 | -6.86 | 13.13 | 19.96 | 13.39 |
| Sharpe Ratio | NA | 0.09 | 0.72 | 0.46 | 0.68 | NA | NA | … | … | 0.09 | 1.68 | -0.50 | 2.14 | 0.48 | 0.17 | 0.07 | 2.93 | 0.73 | 0.33 | 1.30 | 1.13 | -1.01 | 1.00 | -0.62 | 0.79 | 1.26 | 1.90 |
| Standard Deviation(%) | NA | 11.65 | 14.25 | 14.61 | 16.76 | NA | NA | … | … | 4.58 | 13.54 | 18.44 | 10.70 | 15.20 | 15.68 | 14.27 | 13.04 | 15.63 | 27.32 | 19.47 | 23.58 | 37.08 | 16.76 | 16.33 | 13.88 | 15.10 | 11.68 |
| Draw Down(%) | NA | 7.64 | 22.09 | 22.09 | 22.86 | NA | NA | … | … | 2.86 | 7.64 | 22.09 | 4.95 | 14.02 | 14.35 | 9.71 | 4.94 | 11.46 | 22.86 | 13.23 | 16.47 | 48.15 | 10.09 | 18.47 | 8.16 | 10.60 | 5.95 |
| Yield(%) | 0.00 | 11.32 | 11.82 | 10.25 | 12.52 | 9.12 | 9.18 | … | … | 1.63 | 12.03 | 8.76 | 14.61 | 16.68 | 8.66 | 11.26 | 12.67 | 2.42 | 0.00 | 0.16 | 0.00 | 3.19 | 3.66 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/15/2020, Common starting date is 05/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHAMX (CHASE MID-CAP GROWTH FUND CLASS N) |
-15.08%
Feb 2006 – Feb 2009 |
-3.92%
Feb 2004 – Feb 2009 |
5.37%
Jan 2006 – Jan 2016 |
8.09%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHAMX (CHASE MID-CAP GROWTH FUND CLASS N) |
27.87%
Feb 2009 – Feb 2012 |
23.82%
Feb 2009 – Feb 2014 |
15.92%
Feb 2009 – Feb 2019 |
10.10%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart