Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFHAX (FBR Core Bond Investor) | NA | 6.82% | 6.05% | 5.81% | 6.24% | NA | NA | … | … |
Data as of 11/02/2012, Common starting date is 10/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFHAX (FBR Core Bond Investor) | 10/01/2001 | 11/02/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 6.82 | 6.05 | 5.81 | 6.24 | NA | NA | … | … | 6.70 | 4.48 | 6.85 | 9.48 | 0.48 | 3.80 | 8.52 | -1.32 | 6.34 | 14.98 | -3.11 | 0.81 |
| Sharpe Ratio | NA | 2.34 | 1.79 | 1.33 | 1.39 | NA | NA | … | … | 2.70 | 1.36 | 1.81 | 1.91 | -0.09 | 0.22 | 1.52 | -1.13 | 2.00 | 4.42 | -0.89 | 0.34 |
| Standard Deviation(%) | NA | 2.90 | 3.36 | 4.14 | 3.71 | NA | NA | … | … | 2.96 | 3.28 | 3.73 | 4.92 | 5.17 | 3.53 | 3.45 | 3.08 | 2.69 | 3.23 | 4.72 | 5.77 |
| Draw Down(%) | NA | 1.37 | 4.02 | 8.33 | 8.33 | NA | NA | … | … | 1.37 | 1.74 | 4.02 | 3.83 | 8.33 | 5.20 | 2.25 | 3.94 | 2.22 | 2.37 | 9.55 | 2.91 |
| Yield(%) | 0.00 | 2.82 | 4.00 | 4.65 | 4.74 | 3.00 | 2.25 | … | … | 1.48 | 3.89 | 5.37 | 4.45 | 3.58 | 8.83 | 6.41 | 5.21 | 1.65 | 0.00 | 0.00 | 0.00 |
Data as of 11/02/2012, Common starting date is 10/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFHAX (FBR Core Bond Investor) |
2.51%
Oct 2005 – Oct 2008 |
2.75%
Oct 2003 – Oct 2008 |
4.56%
Nov 2001 – Nov 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFHAX (FBR Core Bond Investor) |
8.93%
Oct 2008 – Oct 2011 |
6.70%
Oct 2002 – Oct 2007 |
6.30%
Oct 2002 – Oct 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart