Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMSTX (Ameristock) | NA | 10.69% | 7.52% | 3.56% | 4.56% | 5.37% | NA | … | … |
Data as of 01/17/2013, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMSTX (Ameristock) | 06/20/1996 | 01/17/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 10.69 | 7.52 | 3.56 | 4.56 | 5.37 | NA | … | … | 3.00 | 10.68 | 3.49 | 7.37 | 29.71 | -34.20 | 0.54 | 17.95 | -2.88 | 5.52 | 21.27 | -16.82 | 2.26 | 20.70 | 2.73 | 31.98 | 32.86 | 15.00 |
| Sharpe Ratio | NA | 0.80 | 0.44 | 0.13 | 0.17 | NA | NA | … | … | 6.80 | 0.80 | 0.15 | 0.47 | 1.10 | -0.88 | -0.17 | 1.65 | -0.55 | 0.47 | 1.28 | -0.75 | 0.00 | 0.83 | -0.03 | 1.59 | -1.31 | 2.28 |
| Standard Deviation(%) | NA | 13.37 | 18.07 | 25.82 | 20.30 | NA | NA | … | … | 12.62 | 13.32 | 23.55 | 15.54 | 27.02 | 39.97 | 14.94 | 8.90 | 9.13 | 9.81 | 16.12 | 23.92 | 16.28 | 20.15 | 15.65 | 18.00 | 17.00 | 11.65 |
| Draw Down(%) | NA | 11.89 | 17.13 | 48.67 | 53.77 | NA | NA | … | … | 0.82 | 11.89 | 17.13 | 14.68 | 27.18 | 44.04 | 10.34 | 4.80 | 7.63 | 7.72 | 15.66 | 31.13 | 18.54 | 14.34 | 12.56 | 13.83 | 9.97 | 5.52 |
| Yield(%) | 0.00 | 2.42 | 1.86 | 2.35 | 3.16 | 3.73 | 4.48 | … | … | 0.00 | 2.46 | 1.26 | 1.64 | 1.21 | 5.59 | 4.58 | 4.20 | 2.16 | 2.63 | 1.85 | 2.22 | 0.81 | 5.99 | 2.17 | 1.71 | 5.91 | 2.28 |
Data as of 01/17/2013, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSTX (Ameristock) |
-14.45%
Feb 2006 – Feb 2009 |
-8.31%
Feb 2004 – Feb 2009 |
-1.74%
Feb 1999 – Feb 2009 |
5.25%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSTX (Ameristock) |
30.15%
Jul 1996 – Jul 1999 |
21.95%
Jul 1996 – Jul 2001 |
11.19%
Aug 1996 – Aug 2006 |
7.73%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart