Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFBAX (FBR Balanced I) | NA | 9.52% | 11.73% | 4.34% | 8.93% | NA | NA | … | … |
Data as of 11/02/2012, Common starting date is 08/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFBAX (FBR Balanced I) | 08/13/1999 | 11/02/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 9.52 | 11.73 | 4.34 | 8.93 | NA | NA | … | … | 6.97 | 10.85 | 11.52 | 18.75 | -20.74 | 9.32 | 15.87 | 5.58 | 11.75 | 25.21 | -14.83 | 2.50 | 11.18 | 1.99 |
| Sharpe Ratio | NA | 1.24 | 1.18 | 0.29 | 0.71 | NA | NA | … | … | 1.39 | 0.85 | 1.18 | 1.49 | -1.00 | 0.69 | 1.92 | 0.52 | 1.86 | 2.75 | -0.86 | 0.01 | 0.43 | 0.18 |
| Standard Deviation(%) | NA | 7.63 | 9.87 | 13.69 | 11.13 | NA | NA | … | … | 5.97 | 12.72 | 9.68 | 12.56 | 21.52 | 9.20 | 6.58 | 6.57 | 5.80 | 8.93 | 18.44 | 19.37 | 16.54 | 10.48 |
| Draw Down(%) | NA | 5.04 | 8.68 | 34.55 | 34.55 | NA | NA | … | … | 3.98 | 8.68 | 7.75 | 16.54 | 29.36 | 5.62 | 3.98 | 5.52 | 3.52 | 7.69 | 29.03 | 20.44 | 9.45 | 8.72 |
| Yield(%) | 0.00 | 1.84 | 2.83 | 5.43 | 6.64 | 4.67 | 3.50 | … | … | 1.22 | 2.61 | 3.81 | 2.35 | 4.00 | 21.55 | 4.17 | 3.26 | 1.95 | 3.20 | 2.70 | 3.41 | 4.43 | 2.25 |
Data as of 11/02/2012, Common starting date is 08/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFBAX (FBR Balanced I) |
-4.68%
Feb 2006 – Feb 2009 |
0.28%
Feb 2004 – Feb 2009 |
4.11%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFBAX (FBR Balanced I) |
19.88%
Feb 2009 – Feb 2012 |
14.74%
Sep 2002 – Sep 2007 |
9.62%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart