Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHBPX (AHA Balanced I) | NA | 21.83% | -2.61% | 2.76% | 3.12% | NA | NA | … | … |
Data as of 04/20/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHBPX (AHA Balanced I) | 06/21/1996 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.83 | -2.61 | 2.76 | 3.12 | NA | NA | … | … | 2.13 | 14.03 | -20.81 | 3.81 | 10.60 | 5.70 | 9.25 | 18.86 | -11.17 | 1.22 | 2.26 | 16.21 | 9.65 | 24.33 | 11.29 |
| Sharpe Ratio | NA | 2.38 | -0.24 | 0.08 | 0.12 | NA | NA | … | … | 1.03 | 1.06 | -1.11 | 0.08 | 1.07 | 0.53 | 1.24 | 1.93 | -0.89 | -0.08 | -0.11 | 1.12 | 0.51 | -3.10 | 2.31 |
| Standard Deviation(%) | NA | 9.14 | 14.85 | 12.29 | 11.96 | NA | NA | … | … | 7.18 | 13.14 | 19.56 | 9.95 | 6.86 | 6.63 | 6.70 | 9.41 | 13.75 | 14.08 | 16.55 | 11.64 | 12.32 | 9.94 | 8.22 |
| Draw Down(%) | NA | 4.54 | 34.36 | 34.36 | 34.36 | NA | NA | … | … | 4.54 | 15.27 | 28.38 | 6.72 | 5.13 | 4.36 | 5.70 | 7.46 | 18.77 | 16.68 | 10.07 | 9.89 | 18.19 | 5.91 | 5.58 |
| Yield(%) | 0.00 | 1.96 | 3.65 | 6.77 | 6.31 | 8.30 | 6.22 | … | … | 0.37 | 1.99 | 2.24 | 8.03 | 14.43 | 7.88 | 0.91 | 1.21 | 1.31 | 5.90 | 31.14 | 21.20 | 12.71 | 19.04 | 10.29 |
Data as of 04/20/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHBPX (AHA Balanced I) |
-7.37%
Feb 2006 – Feb 2009 |
-1.90%
Feb 2004 – Feb 2009 |
1.91%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHBPX (AHA Balanced I) |
18.90%
Jul 1996 – Jul 1999 |
14.11%
Jul 1996 – Jul 2001 |
8.93%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart