Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AANCX (AARP Income) | NA | -8.60% | 0.40% | NA | NA | NA | NA | … | … |
Data as of 11/09/2010, Common starting date is 03/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AANCX (AARP Income) | 03/28/2007 | 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 | -8.60 | 0.40 | NA | NA | NA | NA | … | … | -8.45 | 5.90 | 2.85 | 2.92 |
| Sharpe Ratio | NA | -0.49 | -0.01 | NA | NA | NA | NA | … | … | -0.61 | 1.37 | 0.34 | 0.26 |
| Standard Deviation(%) | NA | 17.77 | 12.01 | NA | NA | NA | NA | … | … | 16.32 | 4.23 | 5.67 | 3.75 |
| Draw Down(%) | NA | 14.42 | 14.42 | NA | NA | NA | NA | … | … | 14.42 | 2.39 | 5.93 | 3.08 |
| Yield(%) | 0.00 | 2.91 | 3.44 | 2.31 | 1.15 | 0.77 | 0.58 | … | … | 2.12 | 4.19 | 3.13 | 1.99 |
Data as of 11/09/2010, Common starting date is 03/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AANCX (AARP Income) |
0.60%
Oct 2007 – Oct 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 |
|---|---|---|---|---|
| AANCX (AARP Income) |
6.45%
Aug 2007 – Aug 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart