Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANOAX (SMALL CAP GROWTH FUND A CLASS) | 8.80% | 17.41% | 12.94% | 3.51% | 12.88% | 11.43% | 9.60% | … | … |
Data as of 06/08/2026, Common starting date is 02/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANOAX (SMALL CAP GROWTH FUND A CLASS) | 02/03/2003 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | 17.41 | 12.94 | 3.51 | 12.88 | 11.43 | 9.60 | … | … | 8.80 | 8.73 | 14.62 | 16.81 | -26.57 | 7.52 | 50.74 | 36.46 | -5.10 | 25.49 | 10.47 | -4.21 | 5.15 | 40.50 | 14.22 | -5.37 | 29.59 | 24.65 | -42.12 | 23.64 | 13.24 | 4.87 | 10.73 | 52.68 |
| Sharpe Ratio | NA | 0.75 | 0.50 | 0.06 | 0.48 | NA | NA | … | … | 0.76 | 0.25 | 0.59 | 0.75 | -0.89 | 0.34 | 1.28 | 2.06 | -0.31 | 2.01 | 0.52 | -0.23 | 0.28 | 2.53 | 0.74 | -0.15 | 1.13 | 0.71 | -1.07 | 1.00 | 0.56 | 0.16 | 0.52 | 3.62 |
| Standard Deviation(%) | NA | 20.00 | 20.61 | 22.96 | 23.44 | NA | NA | … | … | 22.58 | 23.52 | 18.64 | 17.62 | 31.39 | 22.15 | 39.31 | 16.99 | 20.80 | 12.40 | 19.74 | 18.21 | 18.27 | 15.97 | 19.27 | 36.26 | 26.03 | 34.39 | 40.10 | 20.55 | 17.76 | 16.52 | 18.63 | 16.11 |
| Draw Down(%) | NA | 12.52 | 25.63 | 37.24 | 39.05 | NA | NA | … | … | 12.52 | 25.45 | 10.69 | 17.38 | 32.51 | 13.22 | 39.05 | 10.69 | 28.11 | 6.13 | 19.98 | 17.59 | 16.11 | 5.89 | 15.07 | 32.84 | 20.19 | 27.43 | 53.08 | 12.74 | 17.24 | 13.09 | 19.91 | 7.07 |
| Yield(%) | 0.00 | 8.23 | 3.37 | 5.10 | 10.31 | 10.37 | 9.19 | … | … | 0.00 | 8.28 | 0.00 | 0.00 | 0.00 | 20.15 | 15.61 | 7.45 | 13.90 | 4.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 1.09 | 9.39 | 3.16 | 2.51 | 0.00 |
Data as of 06/08/2026, Common starting date is 02/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANOAX (SMALL CAP GROWTH FUND A CLASS) |
-14.64%
Feb 2006 – Feb 2009 |
-5.68%
Feb 2004 – Feb 2009 |
4.94%
Feb 2006 – Feb 2016 |
7.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANOAX (SMALL CAP GROWTH FUND A CLASS) |
30.29%
Dec 2018 – Dec 2021 |
26.70%
Feb 2016 – Feb 2021 |
18.27%
Sep 2011 – Sep 2021 |
14.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart