Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASFE (AF Financial Group Inc) | NA | 7.27% | -16.94% | -11.58% | 2.72% | NA | NA | … | … |
Data as of 12/21/2009, Common starting date is 08/21/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASFE (AF Financial Group Inc) | 08/21/1998 | 12/21/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 23.53 | 7.27 | -16.94 | -11.58 | 2.72 | NA | NA | … | … | 7.27 | -29.38 | -24.16 | -8.10 | 2.09 | 4.97 | 45.58 | -0.68 | 91.91 | -16.67 | -44.06 | -8.06 |
| Sharpe Ratio | NA | 0.26 | -0.73 | -0.44 | 0.02 | NA | NA | … | … | 0.25 | -1.19 | -1.36 | -0.46 | 0.00 | 0.09 | 1.43 | -0.06 | 2.10 | -0.43 | -0.73 | -0.24 |
| Standard Deviation(%) | NA | 27.72 | 25.24 | 30.54 | 37.88 | NA | NA | … | … | 29.60 | 25.41 | 20.13 | 25.04 | 44.22 | 44.15 | 31.37 | 28.89 | 43.67 | 47.67 | 64.88 | 100.97 |
| Draw Down(%) | NA | 18.68 | 56.57 | 63.55 | 63.55 | NA | NA | … | … | 18.68 | 36.88 | 34.45 | 17.17 | 32.09 | 28.77 | 10.34 | 25.92 | 26.41 | 34.52 | 52.94 | 39.47 |
| Yield(%) | 0.00 | 2.00 | 0.95 | 0.91 | 1.83 | 0.63 | 0.47 | … | … | 2.00 | 1.05 | 1.04 | 0.71 | 0.96 | 1.00 | 1.44 | 1.06 | 2.67 | 0.00 | 0.00 | 0.00 |
Data as of 12/21/2009, Common starting date is 08/21/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASFE (AF Financial Group Inc) |
-26.30%
Oct 2006 – Oct 2009 |
-16.24%
Nov 2004 – Nov 2009 |
-4.05%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASFE (AF Financial Group Inc) |
40.52%
Dec 2000 – Dec 2003 |
24.35%
Dec 2000 – Dec 2005 |
-0.17%
May 1999 – May 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart