Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEQRX (Allegiant Large Cap Growth A) | NA | 40.51% | -9.01% | -3.40% | -4.86% | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEQRX (Allegiant Large Cap Growth A) | 06/21/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.51 | -9.01 | -3.40 | -4.86 | NA | NA | … | … | -5.81 | 24.20 | -43.00 | 11.55 | 7.27 | 5.34 | 3.55 | 19.72 | -28.32 | -16.53 | -5.50 | 22.65 | 28.78 | 36.12 | 11.91 |
| Sharpe Ratio | NA | 2.25 | -0.36 | -0.22 | -0.31 | NA | NA | … | … | -1.98 | 1.10 | -1.09 | 0.53 | 0.34 | 0.31 | 0.20 | 1.15 | -1.14 | -0.91 | -0.43 | 0.96 | 1.20 | -0.99 | 1.62 |
| Standard Deviation(%) | NA | 18.00 | 28.35 | 23.26 | 21.71 | NA | NA | … | … | 14.93 | 21.95 | 40.05 | 16.17 | 11.69 | 10.36 | 12.74 | 16.56 | 25.75 | 21.14 | 22.16 | 20.34 | 21.15 | 19.15 | 12.48 |
| Draw Down(%) | NA | 8.39 | 55.07 | 55.07 | 61.10 | NA | NA | … | … | 8.39 | 21.05 | 51.14 | 9.78 | 9.93 | 6.95 | 13.67 | 12.04 | 35.03 | 31.58 | 15.43 | 11.02 | 23.99 | 10.21 | 7.28 |
| Yield(%) | 0.00 | 0.44 | 3.38 | 4.86 | 2.21 | 5.11 | 3.84 | … | … | 0.00 | 0.35 | 0.00 | 9.79 | 10.19 | 3.99 | 1.28 | 0.26 | 0.13 | 0.79 | 3.84 | 1.06 | 5.09 | 14.24 | 22.52 |
Data as of 03/05/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEQRX (Allegiant Large Cap Growth A) |
-19.23%
Mar 2000 – Mar 2003 |
-8.45%
Mar 2000 – Mar 2005 |
-6.12%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEQRX (Allegiant Large Cap Growth A) |
29.71%
Mar 1997 – Mar 2000 |
15.34%
Jul 1996 – Jul 2001 |
5.90%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart