Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFLGX (AssetMark Large Cap Growth) | NA | 18.79% | 4.35% | 1.60% | 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 |
|---|---|---|
| AFLGX (AssetMark Large Cap Growth) | 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 (%) | 1.63 | 18.79 | 4.35 | 1.60 | NA | NA | NA | … | … | 6.39 | 16.94 | 36.13 | -41.59 | 11.26 | -1.63 | 3.86 | 8.13 | 35.68 | -27.36 | -3.85 |
| Sharpe Ratio | NA | 1.01 | 0.14 | 0.01 | NA | NA | NA | … | … | 1.89 | 0.92 | 1.39 | -1.07 | 0.51 | -0.38 | 0.14 | 0.51 | 1.80 | -0.91 | -0.38 |
| Standard Deviation(%) | NA | 18.54 | 29.10 | 24.97 | NA | NA | NA | … | … | 15.06 | 18.38 | 25.94 | 39.68 | 16.09 | 13.01 | 12.06 | 13.98 | 19.47 | 31.24 | 28.16 |
| Draw Down(%) | NA | 16.63 | 50.81 | 54.43 | NA | NA | NA | … | … | 7.02 | 16.63 | 22.20 | 51.38 | 9.75 | 16.70 | 9.39 | 11.34 | 12.18 | 39.53 | 28.79 |
| Yield(%) | 0.00 | 0.00 | 0.06 | 1.55 | 0.82 | 0.55 | 0.41 | … | … | 0.00 | 0.00 | 0.25 | 0.01 | 5.29 | 2.46 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| AFLGX (AssetMark Large Cap Growth) |
-17.50%
Feb 2006 – Feb 2009 |
-9.01%
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 |
|---|---|---|---|---|
| AFLGX (AssetMark Large Cap Growth) |
17.68%
Sep 2002 – Sep 2005 |
13.34%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart