Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFMIX (AFBA 5Star Mid Cap Value I) | NA | 51.11% | -3.20% | 4.58% | NA | NA | NA | … | … |
Data as of 04/20/2010, Common starting date is 05/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFMIX (AFBA 5Star Mid Cap Value I) | 05/15/2002 | 04/20/2010 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.11 | -3.20 | 4.58 | NA | NA | NA | … | … | 4.78 | 27.89 | -29.74 | 4.07 | 5.38 | 13.23 | 15.94 | 43.92 | -21.67 |
| Sharpe Ratio | NA | 2.46 | -0.14 | 0.11 | NA | NA | NA | … | … | 1.30 | 0.91 | -0.82 | 0.07 | 0.16 | 0.96 | 1.00 | 2.08 | -1.02 |
| Standard Deviation(%) | NA | 20.77 | 29.78 | 24.58 | NA | NA | NA | … | … | 13.23 | 30.40 | 37.48 | 16.14 | 13.29 | 11.54 | 15.00 | 20.82 | 32.55 |
| Draw Down(%) | NA | 10.08 | 54.90 | 54.90 | NA | NA | NA | … | … | 8.62 | 31.21 | 47.24 | 11.88 | 15.72 | 6.82 | 17.75 | 14.12 | 33.85 |
| Yield(%) | 0.00 | 1.07 | 11.93 | 10.03 | 6.20 | 4.13 | 3.10 | … | … | 0.00 | 0.93 | 1.13 | 37.30 | 0.90 | 0.23 | 1.20 | 0.00 | 0.00 |
Data as of 04/20/2010, Common starting date is 05/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFMIX (AFBA 5Star Mid Cap Value I) |
-15.91%
Feb 2006 – Feb 2009 |
-5.68%
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 |
|---|---|---|---|---|
| AFMIX (AFBA 5Star Mid Cap Value I) |
27.94%
Mar 2003 – Mar 2006 |
18.60%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart