Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLEIX (AdvisorOne CLS Flexible Income Fund Class T) | NA | -10.49% | -0.79% | NA | NA | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 12/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLEIX (AdvisorOne CLS Flexible Income Fund Class T) | 12/07/2018 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.49 | -0.79 | NA | NA | NA | NA | … | … | -8.58 | -5.03 | -1.47 | 4.16 | -1.47 |
| Sharpe Ratio | NA | -1.21 | -0.16 | NA | NA | NA | NA | … | … | -1.61 | -1.56 | -0.17 | 1.09 | -6.65 |
| Standard Deviation(%) | NA | 8.75 | 7.30 | NA | NA | NA | NA | … | … | 14.44 | 3.24 | 9.93 | 2.53 | 3.56 |
| Draw Down(%) | NA | 11.20 | 12.94 | NA | NA | NA | NA | … | … | 8.58 | 5.30 | 12.94 | 1.02 | 1.97 |
| Yield(%) | 0.00 | 2.63 | 2.44 | 1.78 | 0.89 | 0.59 | 0.44 | … | … | 0.00 | 3.21 | 1.81 | 2.84 | 0.66 |
Data as of 05/06/2022, Common starting date is 12/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLEIX (AdvisorOne CLS Flexible Income Fund Class T) |
-0.79%
Apr 2019 – Apr 2022 |
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 |
|---|---|---|---|---|
| FLEIX (AdvisorOne CLS Flexible Income Fund Class T) |
-0.03%
Jan 2019 – Jan 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart