Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFHYX (FBR Core Bond I) | NA | 7.04% | 6.13% | 5.96% | 6.46% | NA | NA | … | … |
Data as of 11/02/2012, Common starting date is 04/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFHYX (FBR Core Bond I) | 04/16/2001 | 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 (%) | 0.03 | 7.04 | 6.13 | 5.96 | 6.46 | NA | NA | … | … | 6.92 | 4.34 | 6.95 | 9.80 | 0.81 | 3.96 | 8.80 | -1.12 | 6.25 | 15.94 | -5.95 | -3.89 |
| Sharpe Ratio | NA | 2.06 | 1.70 | 1.32 | 1.40 | NA | NA | … | … | 2.73 | 1.16 | 1.78 | 1.97 | -0.02 | 0.25 | 1.58 | -1.07 | 1.93 | 4.78 | -1.24 | -0.95 |
| Standard Deviation(%) | NA | 3.39 | 3.57 | 4.29 | 3.82 | NA | NA | … | … | 3.03 | 3.72 | 3.86 | 4.94 | 5.37 | 3.69 | 3.50 | 3.07 | 2.75 | 3.19 | 5.70 | 7.88 |
| Draw Down(%) | NA | 1.41 | 4.03 | 8.06 | 8.06 | NA | NA | … | … | 1.34 | 1.70 | 4.03 | 3.73 | 8.06 | 5.32 | 2.18 | 3.82 | 2.27 | 2.18 | 12.31 | 7.08 |
| Yield(%) | 0.00 | 2.94 | 4.42 | 5.14 | 5.22 | 3.06 | 2.30 | … | … | 2.23 | 3.63 | 6.04 | 5.09 | 4.13 | 9.66 | 6.54 | 5.33 | 1.80 | 1.24 | 0.00 | 0.00 |
Data as of 11/02/2012, Common starting date is 04/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFHYX (FBR Core Bond I) |
0.81%
May 2001 – May 2004 |
2.02%
May 2001 – May 2006 |
3.96%
May 2001 – May 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFHYX (FBR Core Bond I) |
9.03%
Oct 2008 – Oct 2011 |
7.00%
Oct 2002 – Oct 2007 |
6.53%
Oct 2002 – Oct 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart