Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFSAX (FBR Balanced Investor) | NA | 9.21% | 11.48% | 4.10% | 8.46% | NA | NA | … | … |
Data as of 11/02/2012, Common starting date is 10/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFSAX (FBR Balanced Investor) | 10/01/2001 | 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 (%) | -0.02 | 9.21 | 11.48 | 4.10 | 8.46 | NA | NA | … | … | 6.71 | 10.60 | 11.35 | 18.43 | -20.90 | 8.98 | 15.62 | 5.39 | 11.99 | 22.67 | -16.81 | 11.62 |
| Sharpe Ratio | NA | 1.21 | 1.16 | 0.28 | 0.67 | NA | NA | … | … | 1.33 | 0.83 | 1.16 | 1.46 | -1.01 | 0.65 | 1.87 | 0.49 | 1.91 | 2.41 | -0.98 | 3.29 |
| Standard Deviation(%) | NA | 7.59 | 9.86 | 13.66 | 11.11 | NA | NA | … | … | 6.02 | 12.69 | 9.72 | 12.58 | 21.51 | 9.21 | 6.62 | 6.58 | 5.77 | 9.10 | 18.37 | 16.37 |
| Draw Down(%) | NA | 5.10 | 8.74 | 34.76 | 34.76 | NA | NA | … | … | 4.00 | 8.74 | 7.75 | 16.62 | 29.49 | 5.62 | 4.06 | 5.52 | 3.34 | 7.67 | 30.12 | 3.49 |
| Yield(%) | 0.00 | 1.52 | 2.44 | 5.06 | 5.83 | 3.60 | 2.70 | … | … | 1.01 | 2.19 | 3.37 | 2.08 | 3.63 | 20.55 | 3.71 | 2.82 | 1.66 | 0.00 | 0.00 | 0.00 |
Data as of 11/02/2012, Common starting date is 10/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSAX (FBR Balanced Investor) |
-4.95%
Feb 2006 – Feb 2009 |
0.12%
Feb 2004 – Feb 2009 |
5.60%
Nov 2001 – Nov 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSAX (FBR Balanced Investor) |
19.63%
Feb 2009 – Feb 2012 |
14.00%
Sep 2002 – Sep 2007 |
9.14%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart