Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFIRX (Allegiant Intermediate Bond A) | NA | 9.13% | 5.84% | 4.77% | 5.28% | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFIRX (Allegiant Intermediate Bond A) | 06/21/1996 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.13 | 5.84 | 4.77 | 5.28 | NA | NA | … | … | 1.35 | 8.23 | 3.02 | 6.48 | 3.55 | 1.02 | 2.59 | 3.18 | 9.70 | 7.64 | 6.56 | -0.34 | 7.48 | 6.69 | 5.09 |
| Sharpe Ratio | NA | 2.18 | 1.05 | 0.76 | 0.90 | NA | NA | … | … | 3.96 | 1.79 | 0.39 | 1.03 | 0.10 | -0.43 | 0.46 | 0.64 | 2.10 | 1.22 | 0.77 | -1.03 | 1.09 | -15.49 | 1.81 |
| Standard Deviation(%) | NA | 4.15 | 4.47 | 3.85 | 3.84 | NA | NA | … | … | 2.05 | 4.56 | 5.32 | 3.37 | 2.61 | 2.69 | 3.55 | 3.87 | 4.09 | 4.45 | 3.26 | 3.47 | 3.82 | 3.12 | 3.53 |
| Draw Down(%) | NA | 1.68 | 5.61 | 5.61 | 5.61 | NA | NA | … | … | 0.27 | 1.94 | 5.61 | 1.83 | 1.37 | 2.31 | 3.93 | 4.28 | 2.30 | 3.45 | 2.14 | 2.84 | 2.31 | 1.78 | 1.22 |
| Yield(%) | 0.00 | 2.70 | 3.69 | 3.65 | 4.19 | 4.15 | 3.11 | … | … | 0.00 | 3.32 | 4.21 | 4.12 | 3.81 | 3.49 | 3.10 | 2.79 | 4.45 | 5.47 | 6.39 | 5.30 | 5.75 | 5.53 | 3.27 |
Data as of 03/05/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFIRX (Allegiant Intermediate Bond A) |
0.96%
May 2003 – May 2006 |
2.37%
Oct 2003 – Oct 2008 |
3.73%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFIRX (Allegiant Intermediate Bond A) |
9.05%
May 2000 – May 2003 |
6.35%
May 1998 – May 2003 |
5.33%
Jan 2000 – Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart