Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APMGX (ActivePassive Small/Mid Cap A) | NA | -25.74% | -0.52% | NA | NA | NA | NA | … | … |
Data as of 12/05/2012, Common starting date is 01/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APMGX (ActivePassive Small/Mid Cap A) | 01/07/2008 | 12/05/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.74 | -0.52 | NA | NA | NA | NA | … | … | -24.29 | -3.84 | 29.61 | 31.63 | -43.13 |
| Sharpe Ratio | NA | -0.36 | -0.01 | NA | NA | NA | NA | … | … | -0.59 | -0.12 | 1.30 | 1.13 | -1.04 |
| Standard Deviation(%) | NA | 70.99 | 71.37 | NA | NA | NA | NA | … | … | 43.95 | 31.47 | 22.78 | 27.83 | 42.85 |
| Draw Down(%) | NA | 34.72 | 35.78 | NA | NA | NA | NA | … | … | 34.72 | 28.07 | 16.16 | 25.30 | 57.24 |
| Yield(%) | 0.00 | 1.22 | 0.54 | 0.23 | 0.12 | 0.08 | 0.06 | … | … | 0.00 | 1.18 | 0.00 | 0.00 | 0.00 |
Data as of 12/05/2012, Common starting date is 01/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APMGX (ActivePassive Small/Mid Cap A) |
-0.83%
Aug 2008 – Aug 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APMGX (ActivePassive Small/Mid Cap A) |
28.73%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart