Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAAGX (AGGRESSIVE STRATEGY FUND A SHARES) | NA | 14.52% | 3.58% | 8.52% | 3.43% | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAAGX (AGGRESSIVE STRATEGY FUND A SHARES) | 05/10/2005 | 05/12/2017 |
| 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.52 | 3.58 | 8.52 | 3.43 | NA | NA | … | … | 5.75 | 8.59 | -5.08 | 3.16 | 23.53 | 13.37 | -7.87 | 15.70 | 36.61 | -41.86 | 14.35 | 16.21 | 16.57 |
| Sharpe Ratio | NA | 1.35 | 0.27 | 0.65 | 0.15 | NA | NA | … | … | 2.51 | 0.59 | -0.34 | 0.30 | 2.16 | 1.09 | -0.33 | 0.90 | 1.34 | -1.07 | 0.70 | 1.08 | 2.45 |
| Standard Deviation(%) | NA | 10.56 | 12.96 | 12.50 | 20.77 | NA | NA | … | … | 6.50 | 14.07 | 14.82 | 10.57 | 10.89 | 12.33 | 23.95 | 17.28 | 27.20 | 39.71 | 16.31 | 11.96 | 9.93 |
| Draw Down(%) | NA | 6.65 | 19.57 | 19.57 | 55.45 | NA | NA | … | … | 1.53 | 11.22 | 14.72 | 9.36 | 7.70 | 11.61 | 24.34 | 12.95 | 23.17 | 52.21 | 11.04 | 11.76 | 5.48 |
| Yield(%) | 0.00 | 8.24 | 10.59 | 9.80 | 5.01 | 4.94 | 3.70 | … | … | 6.78 | 1.00 | 0.81 | 25.68 | 7.73 | 0.35 | 0.79 | 1.42 | 0.00 | 0.00 | 6.94 | 0.00 | 0.56 |
Data as of 05/12/2017, Common starting date is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAAGX (AGGRESSIVE STRATEGY FUND A SHARES) |
-14.07%
Feb 2006 – Feb 2009 |
-2.53%
May 2007 – May 2012 |
3.22%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAAGX (AGGRESSIVE STRATEGY FUND A SHARES) |
23.06%
Feb 2009 – Feb 2012 |
18.55%
Feb 2009 – Feb 2014 |
6.15%
Jun 2005 – Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart