Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHADX (CNI Charter Diversified Equity N) | NA | 3.31% | 13.84% | 9.06% | 4.36% | NA | NA | … | … |
Data as of 11/18/2014, Common starting date is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHADX (CNI Charter Diversified Equity N) | 03/06/2003 | 11/18/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.31 | 13.84 | 9.06 | 4.36 | NA | NA | … | … | -0.28 | 29.59 | 13.02 | -7.25 | 12.37 | 28.05 | -38.22 | 0.00 | 14.39 | 7.06 | 13.23 | 37.04 |
| Sharpe Ratio | NA | 0.50 | 1.15 | 0.54 | 0.17 | NA | NA | … | … | -0.05 | 2.50 | 0.95 | -0.29 | 0.64 | 1.05 | -1.00 | -0.20 | 1.10 | 0.48 | 1.18 | 3.02 |
| Standard Deviation(%) | NA | 6.53 | 11.98 | 16.59 | 20.32 | NA | NA | … | … | 6.15 | 11.82 | 13.75 | 24.92 | 19.05 | 26.70 | 39.13 | 15.47 | 10.09 | 10.26 | 10.44 | 15.16 |
| Draw Down(%) | NA | 6.42 | 11.54 | 23.35 | 55.44 | NA | NA | … | … | 6.42 | 5.69 | 11.54 | 23.35 | 16.80 | 24.38 | 48.71 | 11.63 | 8.25 | 7.02 | 7.75 | 5.58 |
| Yield(%) | 0.00 | 0.18 | 0.54 | 0.41 | 3.47 | 3.46 | 2.60 | … | … | 0.00 | 0.70 | 0.67 | 0.18 | 0.22 | 0.66 | 0.69 | 14.61 | 9.80 | 5.19 | 0.45 | 0.00 |
Data as of 11/18/2014, Common starting date is 03/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHADX (CNI Charter Diversified Equity N) |
-16.30%
Feb 2006 – Feb 2009 |
-6.74%
Feb 2004 – Feb 2009 |
4.70%
Jan 2004 – Jan 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHADX (CNI Charter Diversified Equity N) |
20.00%
Feb 2009 – Feb 2012 |
18.30%
Feb 2009 – Feb 2014 |
5.91%
Apr 2003 – Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart