Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEXCX (Allegiant S&P 500 Index C) | NA | 57.60% | -7.14% | -1.91% | NA | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 03/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEXCX (Allegiant S&P 500 Index C) | 03/09/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 57.60 | -7.14 | -1.91 | NA | NA | NA | … | … | -4.32 | 25.11 | -37.86 | 4.42 | 14.32 | 3.44 | 9.46 | 26.79 | -23.28 | -41.84 |
| Sharpe Ratio | NA | 2.60 | -0.27 | -0.15 | NA | NA | NA | … | … | -1.62 | 0.92 | -0.95 | 0.09 | 1.10 | 0.12 | 0.76 | 1.53 | -0.93 | -0.91 |
| Standard Deviation(%) | NA | 22.15 | 30.18 | 24.48 | NA | NA | NA | … | … | 14.14 | 27.17 | 40.90 | 16.01 | 10.07 | 10.31 | 11.13 | 17.01 | 26.13 | 56.80 |
| Draw Down(%) | NA | 7.50 | 55.92 | 55.92 | NA | NA | NA | … | … | 7.50 | 27.41 | 48.34 | 9.88 | 7.62 | 7.09 | 8.10 | 14.05 | 33.85 | 51.12 |
| Yield(%) | 0.00 | 1.50 | 3.19 | 2.50 | 0.85 | 0.57 | 0.43 | … | … | 0.00 | 1.10 | 1.48 | 7.20 | 1.27 | 0.53 | 0.72 | 0.32 | 0.28 | 0.08 |
Data as of 03/05/2010, Common starting date is 03/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEXCX (Allegiant S&P 500 Index C) |
-16.15%
Feb 2006 – Feb 2009 |
-7.79%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEXCX (Allegiant S&P 500 Index C) |
15.67%
Mar 2003 – Mar 2006 |
13.91%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart