Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AINFX (Activa International) | NA | 9.56% | -3.30% | 5.20% | -0.10% | NA | NA | … | … |
Data as of 10/14/2009, Common starting date is 09/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AINFX (Activa International) | 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 | 9.56 | -3.30 | 5.20 | -0.10 | NA | NA | … | … | 7.69 | -30.75 | 10.76 | 20.02 | 13.57 | 13.80 | 31.98 | -20.22 | -28.96 | -25.45 | 41.01 |
| Sharpe Ratio | NA | 0.33 | -0.21 | 0.17 | -0.11 | NA | NA | … | … | 0.54 | -1.01 | 0.57 | 1.28 | 1.14 | 0.96 | 2.27 | -1.26 | -2.09 | -1.35 | 12.31 |
| Standard Deviation(%) | NA | 28.85 | 22.22 | 18.91 | 18.09 | NA | NA | … | … | 18.04 | 31.29 | 13.58 | 13.17 | 10.01 | 13.38 | 13.78 | 16.97 | 15.16 | 21.78 | 17.78 |
| Draw Down(%) | NA | 21.60 | 48.57 | 48.57 | 65.07 | NA | NA | … | … | 21.60 | 47.72 | 12.83 | 15.65 | 9.54 | 12.91 | 13.80 | 27.98 | 35.15 | 33.65 | 5.85 |
| Yield(%) | 0.00 | 0.96 | 7.87 | 6.85 | 3.40 | 2.31 | 1.73 | … | … | 0.00 | 0.65 | 13.17 | 10.61 | 0.71 | 0.00 | 0.48 | 0.01 | 0.00 | 7.24 | 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 |
|---|---|---|---|---|
| AINFX (Activa International) |
-27.01%
Feb 2000 – Feb 2003 |
-8.70%
Dec 1999 – Dec 2004 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINFX (Activa International) |
25.74%
Mar 2003 – Mar 2006 |
18.85%
Feb 2003 – Feb 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart