Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANOCX (SMALL CAP GROWTH FUND C CLASS) | 12.41% | 20.38% | 13.51% | 3.43% | 12.82% | 10.96% | 9.20% | … | … |
Data as of 06/11/2026, Common starting date is 02/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANOCX (SMALL CAP GROWTH FUND C CLASS) | 02/11/2003 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 20.38 | 13.51 | 3.43 | 12.82 | 10.96 | 9.20 | … | … | 12.41 | 7.89 | 13.79 | 15.89 | -27.10 | 6.88 | 49.56 | 35.47 | -5.83 | 24.62 | 9.59 | -4.96 | 4.42 | 39.45 | 13.44 | -6.18 | 28.73 | 23.69 | -42.63 | 22.69 | 12.59 | 4.03 | 9.93 | 55.61 |
| Sharpe Ratio | NA | 0.71 | 0.46 | 0.03 | 0.45 | NA | NA | … | … | 0.72 | 0.21 | 0.55 | 0.70 | -0.91 | 0.31 | 1.25 | 2.00 | -0.35 | 1.94 | 0.48 | -0.28 | 0.24 | 2.48 | 0.70 | -0.17 | 1.11 | 0.69 | -1.08 | 0.96 | 0.52 | 0.11 | 0.48 | 3.95 |
| Standard Deviation(%) | NA | 20.08 | 20.61 | 22.98 | 23.45 | NA | NA | … | … | 22.55 | 23.58 | 18.59 | 17.61 | 31.44 | 22.19 | 39.31 | 17.03 | 20.81 | 12.42 | 19.73 | 18.14 | 18.36 | 15.90 | 19.21 | 36.32 | 25.90 | 34.31 | 40.16 | 20.51 | 17.74 | 16.56 | 18.57 | 16.16 |
| Draw Down(%) | NA | 12.65 | 25.80 | 37.39 | 39.10 | NA | NA | … | … | 12.65 | 25.54 | 10.75 | 17.55 | 32.71 | 13.14 | 39.10 | 10.75 | 28.29 | 6.17 | 20.03 | 17.69 | 16.47 | 5.97 | 15.25 | 33.04 | 20.34 | 27.52 | 53.46 | 12.71 | 17.22 | 13.15 | 20.14 | 6.92 |
| Yield(%) | 0.00 | 10.29 | 4.17 | 5.94 | 11.44 | 10.86 | 9.57 | … | … | 0.00 | 10.35 | 0.00 | 0.00 | 0.00 | 23.46 | 17.73 | 8.34 | 15.18 | 5.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.09 | 8.59 | 2.25 | 1.70 | 0.00 |
Data as of 06/11/2026, Common starting date is 02/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANOCX (SMALL CAP GROWTH FUND C CLASS) |
-15.25%
Feb 2006 – Feb 2009 |
-6.36%
Feb 2004 – Feb 2009 |
4.15%
Feb 2006 – Feb 2016 |
6.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANOCX (SMALL CAP GROWTH FUND C CLASS) |
29.38%
Dec 2018 – Dec 2021 |
25.77%
Feb 2016 – Feb 2021 |
17.40%
Sep 2011 – Sep 2021 |
13.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart