Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGFDX (Activa Growth) | NA | 4.95% | -4.78% | 1.17% | -3.31% | NA | NA | … | … |
Data as of 10/14/2009, Common starting date is 09/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGFDX (Activa Growth) | 09/16/1999 | 10/14/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.95 | -4.78 | 1.17 | -3.31 | NA | NA | … | … | 15.87 | -37.21 | 18.04 | 3.80 | 5.89 | 9.61 | 28.54 | -33.69 | -23.63 | -11.05 | 14.26 |
| Sharpe Ratio | NA | 0.14 | -0.22 | -0.03 | -0.23 | NA | NA | … | … | 0.80 | -1.00 | 0.91 | 0.04 | 0.34 | 0.65 | 1.55 | -1.22 | -1.06 | -0.64 | 2.84 |
| Standard Deviation(%) | NA | 35.75 | 27.82 | 22.89 | 22.83 | NA | NA | … | … | 25.62 | 38.08 | 16.56 | 12.73 | 11.07 | 13.23 | 17.92 | 28.53 | 24.93 | 23.76 | 19.04 |
| Draw Down(%) | NA | 23.80 | 48.60 | 48.60 | 61.63 | NA | NA | … | … | 18.60 | 46.93 | 9.84 | 12.58 | 8.91 | 11.33 | 11.95 | 39.60 | 39.24 | 21.43 | 8.56 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 0.24 | 0.18 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 3.18 | 0.00 |
Data as of 10/14/2009, Common starting date is 09/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFDX (Activa Growth) |
-24.88%
Mar 2000 – Mar 2003 |
-10.55%
Mar 2000 – Mar 2005 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFDX (Activa Growth) |
16.50%
Jan 2003 – Jan 2006 |
13.97%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart