Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AINRX (Allegiant Limited Maturity Bond A) | NA | 5.39% | 4.71% | 4.21% | 4.17% | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 02/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AINRX (Allegiant Limited Maturity Bond A) | 02/27/1997 | 03/05/2010 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.39 | 4.71 | 4.21 | 4.17 | NA | NA | … | … | 0.69 | 5.62 | 3.35 | 5.67 | 4.07 | 1.55 | 0.86 | 1.89 | 5.37 | 9.08 | 4.44 | 3.17 | 6.62 | 6.17 |
| Sharpe Ratio | NA | 3.12 | 1.63 | 1.20 | 1.13 | NA | NA | … | … | 4.43 | 2.98 | 0.86 | 1.45 | 0.49 | -0.42 | -0.05 | 0.67 | 1.93 | 2.57 | 0.16 | -0.02 | 1.33 | 1.71 |
| Standard Deviation(%) | NA | 1.71 | 2.19 | 1.96 | 2.09 | NA | NA | … | … | 0.91 | 1.85 | 2.82 | 1.83 | 1.60 | 1.47 | 1.78 | 1.78 | 2.22 | 2.67 | 2.54 | 2.19 | 2.47 | 2.23 |
| Draw Down(%) | NA | 0.69 | 1.90 | 1.90 | 2.32 | NA | NA | … | … | 0.10 | 0.69 | 1.90 | 0.50 | 0.41 | 0.69 | 1.69 | 1.42 | 1.20 | 1.58 | 2.32 | 0.89 | 1.00 | 0.60 |
| Yield(%) | 0.00 | 2.23 | 3.31 | 3.34 | 3.69 | 3.61 | 2.70 | … | … | 0.00 | 2.84 | 3.68 | 4.01 | 3.68 | 2.93 | 2.43 | 2.46 | 3.95 | 5.56 | 6.12 | 5.44 | 5.92 | 5.39 |
Data as of 03/05/2010, Common starting date is 02/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINRX (Allegiant Limited Maturity Bond A) |
1.15%
May 2003 – May 2006 |
2.55%
Oct 2001 – Oct 2006 |
3.77%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINRX (Allegiant Limited Maturity Bond A) |
6.47%
May 2000 – May 2003 |
5.85%
Apr 1997 – Apr 2002 |
4.40%
Mar 1997 – Mar 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart