Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFSGX (AssetMark Small/Mid Cap Growth) | NA | 31.24% | 2.81% | 4.09% | NA | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFSGX (AssetMark Small/Mid Cap Growth) | 07/26/2001 | 05/18/2011 |
| 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 (%) | 0.00 | 31.24 | 2.81 | 4.09 | NA | NA | NA | … | … | 9.47 | 27.74 | 30.67 | -44.62 | 15.20 | 10.29 | 3.80 | 10.59 | 39.72 | -30.97 | -2.41 |
| Sharpe Ratio | NA | 1.51 | 0.07 | 0.10 | NA | NA | NA | … | … | 1.73 | 1.23 | 0.98 | -1.11 | 0.65 | 0.40 | 0.12 | 0.61 | 1.89 | -0.99 | -0.24 |
| Standard Deviation(%) | NA | 20.70 | 32.07 | 28.27 | NA | NA | NA | … | … | 15.63 | 22.46 | 31.35 | 41.08 | 18.81 | 17.61 | 13.89 | 15.93 | 20.67 | 32.29 | 30.77 |
| Draw Down(%) | NA | 11.48 | 55.31 | 60.29 | NA | NA | NA | … | … | 6.24 | 18.57 | 27.00 | 55.75 | 12.96 | 17.97 | 12.50 | 15.93 | 14.37 | 44.19 | 30.86 |
| Yield(%) | 0.00 | 0.00 | 0.05 | 4.58 | 3.28 | 2.19 | 1.64 | … | … | 0.00 | 0.00 | 0.00 | 0.14 | 18.29 | 4.54 | 8.73 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/18/2011, 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 |
|---|---|---|---|---|
| AFSGX (AssetMark Small/Mid Cap Growth) |
-18.34%
Feb 2006 – Feb 2009 |
-8.25%
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 |
|---|---|---|---|---|
| AFSGX (AssetMark Small/Mid Cap Growth) |
22.00%
Mar 2003 – Mar 2006 |
18.00%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart