Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEIRX (Allegiant Large Cap Value A) | NA | 50.33% | -8.89% | -1.44% | 3.50% | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 02/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEIRX (Allegiant Large Cap Value A) | 02/27/1997 | 03/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 50.33 | -8.89 | -1.44 | 3.50 | NA | NA | … | … | -4.80 | 18.13 | -36.44 | 1.87 | 20.69 | 9.75 | 12.79 | 26.32 | -15.51 | -4.04 | 11.28 | 0.06 | 9.76 | 21.94 |
| Sharpe Ratio | NA | 2.16 | -0.32 | -0.13 | 0.07 | NA | NA | … | … | -1.64 | 0.64 | -0.87 | -0.07 | 1.75 | 0.73 | 1.12 | 1.57 | -0.69 | -0.39 | 0.41 | -0.23 | 0.40 | 1.54 |
| Standard Deviation(%) | NA | 23.24 | 31.70 | 25.66 | 22.01 | NA | NA | … | … | 15.28 | 28.26 | 43.04 | 16.72 | 9.97 | 10.39 | 10.53 | 16.27 | 24.01 | 16.44 | 17.51 | 13.49 | 15.94 | 14.90 |
| Draw Down(%) | NA | 8.29 | 57.09 | 57.09 | 57.09 | NA | NA | … | … | 7.87 | 27.92 | 49.45 | 13.53 | 8.21 | 6.87 | 6.72 | 15.46 | 30.34 | 19.04 | 14.91 | 14.91 | 18.82 | 9.55 |
| Yield(%) | 0.00 | 2.74 | 5.03 | 7.29 | 6.54 | 5.65 | 4.24 | … | … | 0.00 | 1.99 | 2.23 | 11.43 | 12.92 | 8.79 | 5.46 | 0.75 | 0.99 | 4.98 | 3.74 | 7.28 | 3.05 | 7.61 |
Data as of 03/05/2010, Common starting date is 02/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEIRX (Allegiant Large Cap Value A) |
-15.40%
Feb 2006 – Feb 2009 |
-5.31%
Feb 2004 – Feb 2009 |
-0.94%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEIRX (Allegiant Large Cap Value A) |
20.65%
Mar 2003 – Mar 2006 |
17.04%
Sep 2002 – Sep 2007 |
9.04%
May 1997 – May 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart