Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAMDX (AARP Moderate) | NA | 3.04% | 0.06% | NA | NA | NA | NA | … | … |
Data as of 11/09/2010, Common starting date is 03/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAMDX (AARP Moderate) | 03/27/2007 | 11/09/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.04 | 0.06 | NA | NA | NA | NA | … | … | 2.07 | 18.96 | -18.36 | 3.36 |
| Sharpe Ratio | NA | 0.30 | -0.03 | NA | NA | NA | NA | … | … | 0.23 | 1.27 | -1.04 | 0.19 |
| Standard Deviation(%) | NA | 9.82 | 14.92 | NA | NA | NA | NA | … | … | 10.16 | 14.84 | 18.48 | 7.84 |
| Draw Down(%) | NA | 7.46 | 31.35 | NA | NA | NA | NA | … | … | 7.46 | 16.19 | 28.08 | 5.38 |
| Yield(%) | 0.00 | 2.40 | 3.09 | 1.89 | 0.95 | 0.63 | 0.47 | … | … | 1.24 | 2.89 | 3.41 | 2.61 |
Data as of 11/09/2010, Common starting date is 03/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMDX (AARP Moderate) |
-1.04%
May 2007 – May 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMDX (AARP Moderate) |
1.04%
Jul 2007 – Jul 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart