Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DACFX (ASG DYNAMIC ALLOCATION FUND CLASS C) | NA | -9.56% | -2.74% | 3.69% | NA | NA | NA | … | … |
Data as of 01/19/2021, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DACFX (ASG DYNAMIC ALLOCATION FUND CLASS C) | 12/01/2015 | 01/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.56 | -2.74 | 3.69 | NA | NA | NA | … | … | 0.40 | -8.04 | 15.75 | -10.46 | 20.14 | 1.62 | -1.57 |
| Sharpe Ratio | NA | -0.50 | -0.26 | 0.25 | NA | NA | NA | … | … | 3.06 | -0.41 | 2.04 | -0.99 | 2.76 | 0.23 | -2.63 |
| Standard Deviation(%) | NA | 20.35 | 14.24 | 11.81 | NA | NA | NA | … | … | 3.15 | 20.37 | 6.99 | 12.05 | 7.10 | 6.17 | 6.63 |
| Draw Down(%) | NA | 28.99 | 28.99 | 28.99 | NA | NA | NA | … | … | 0.20 | 28.99 | 4.55 | 17.06 | 2.36 | 4.80 | 2.40 |
| Yield(%) | 0.00 | 1.83 | 1.76 | 3.36 | 1.62 | 1.08 | 0.81 | … | … | 0.00 | 1.85 | 1.86 | 1.98 | 10.00 | 0.00 | 0.13 |
Data as of 01/19/2021, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DACFX (ASG DYNAMIC ALLOCATION FUND CLASS C) |
-3.43%
Oct 2017 – Oct 2020 |
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 |
|---|---|---|---|---|
| DACFX (ASG DYNAMIC ALLOCATION FUND CLASS C) |
7.58%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart