Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFFSX (American Indep Fusion Instl) | NA | 6.55% | 1.58% | NA | NA | NA | NA | … | … |
Data as of 03/03/2014, Common starting date is 12/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFFSX (American Indep Fusion Instl) | 12/23/2009 | 03/03/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 6.55 | 1.58 | NA | NA | NA | NA | … | … | -2.09 | 10.83 | 6.65 | -6.78 | -2.89 | -0.09 |
| Sharpe Ratio | NA | 0.76 | 0.13 | NA | NA | NA | NA | … | … | -0.71 | 1.93 | 0.94 | -0.38 | -0.81 | NA |
| Standard Deviation(%) | NA | 8.81 | 12.24 | NA | NA | NA | NA | … | … | 17.10 | 5.58 | 7.05 | 17.76 | 3.69 | NA |
| Draw Down(%) | NA | 5.91 | 19.43 | NA | NA | NA | NA | … | … | 5.91 | 2.61 | 7.81 | 19.43 | 4.71 | NA |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/03/2014, Common starting date is 12/23/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFFSX (American Indep Fusion Instl) |
-0.52%
Jan 2010 – Jan 2013 |
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 |
|---|---|---|---|---|
| AFFSX (American Indep Fusion Instl) |
3.79%
Jan 2011 – Jan 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart