Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFLVX (AssetMark Large Cap Value) | NA | 13.15% | -3.50% | -1.90% | NA | NA | NA | … | … |
Data as of 03/31/2011, Common starting date is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFLVX (AssetMark Large Cap Value) | 07/26/2001 | 03/31/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 13.15 | -3.50 | -1.90 | NA | NA | NA | … | … | 6.12 | 11.41 | 24.18 | -44.48 | -3.36 | 20.75 | 1.81 | 11.59 | 35.66 | -22.91 | 1.72 |
| Sharpe Ratio | NA | 0.77 | -0.11 | -0.12 | NA | NA | NA | … | … | 2.25 | 0.66 | 0.78 | -0.99 | -0.39 | 1.77 | -0.04 | 1.04 | 2.21 | -0.99 | 0.16 |
| Standard Deviation(%) | NA | 16.95 | 33.25 | 27.98 | NA | NA | NA | … | … | 12.10 | 17.25 | 30.96 | 45.84 | 16.27 | 9.89 | 9.91 | 10.28 | 15.82 | 24.34 | 15.50 |
| Draw Down(%) | NA | 15.03 | 60.73 | 66.27 | NA | NA | NA | … | … | 5.18 | 15.03 | 33.39 | 55.99 | 15.60 | 6.54 | 6.77 | 7.74 | 16.67 | 37.48 | 14.06 |
| Yield(%) | 0.00 | 1.24 | 1.36 | 4.63 | 3.46 | 2.30 | 1.73 | … | … | 0.00 | 1.27 | 1.78 | 1.89 | 8.82 | 10.90 | 3.00 | 3.30 | 0.00 | 0.00 | 0.00 |
Data as of 03/31/2011, Common starting date is 07/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFLVX (AssetMark Large Cap Value) |
-21.83%
Feb 2006 – Feb 2009 |
-11.68%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFLVX (AssetMark Large Cap Value) |
20.38%
Mar 2003 – Mar 2006 |
16.21%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart