Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFIEX (AssetMark International Equity) | NA | 6.49% | -9.23% | -3.30% | NA | NA | NA | … | … |
Data as of 03/31/2011, Common starting date is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFIEX (AssetMark International Equity) | 07/26/2001 | 03/31/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 6.49 | -9.23 | -3.30 | NA | NA | NA | … | … | 3.84 | 0.42 | 22.00 | -47.48 | 12.48 | 24.98 | 14.42 | 18.39 | 36.11 | -20.08 | -3.47 |
| Sharpe Ratio | NA | 0.32 | -0.31 | -0.17 | NA | NA | NA | … | … | 0.99 | 0.02 | 0.80 | -1.18 | 0.50 | 1.41 | 1.28 | 1.34 | 2.40 | -0.95 | -0.47 |
| Standard Deviation(%) | NA | 20.05 | 30.46 | 26.72 | NA | NA | NA | … | … | 16.70 | 20.00 | 27.41 | 40.96 | 18.88 | 15.46 | 9.55 | 13.01 | 14.74 | 22.39 | 20.82 |
| Draw Down(%) | NA | 19.28 | 60.60 | 63.71 | NA | NA | NA | … | … | 9.18 | 20.71 | 29.06 | 56.83 | 13.92 | 18.59 | 7.44 | 12.03 | 15.31 | 28.31 | 21.94 |
| Yield(%) | 0.00 | 1.66 | 1.36 | 6.66 | 6.06 | 4.04 | 3.03 | … | … | 0.00 | 1.59 | 2.98 | 1.11 | 17.34 | 13.34 | 9.37 | 1.36 | 0.00 | 0.00 | 0.00 |
Data as of 03/31/2011, Common starting date is 07/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFIEX (AssetMark International Equity) |
-18.56%
Jun 2007 – Jun 2010 |
-5.10%
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 |
|---|---|---|---|---|
| AFIEX (AssetMark International Equity) |
30.66%
Mar 2003 – Mar 2006 |
21.96%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart