Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APTAX (ActivePassive Intermediate Taxable Bd A) | NA | -3.18% | 1.66% | 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 |
|---|---|---|
| APTAX (ActivePassive Intermediate Taxable Bd 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 | -3.18 | 1.66 | NA | NA | NA | NA | … | … | -3.84 | 5.82 | 4.53 | 0.72 | 0.93 |
| Sharpe Ratio | NA | -0.43 | 0.32 | NA | NA | NA | NA | … | … | -0.57 | 1.70 | 1.35 | 0.15 | 0.00 |
| Standard Deviation(%) | NA | 7.56 | 5.28 | NA | NA | NA | NA | … | … | 7.32 | 3.40 | 3.30 | 4.26 | 6.91 |
| Draw Down(%) | NA | 6.84 | 6.84 | NA | NA | NA | NA | … | … | 6.84 | 1.43 | 3.49 | 2.75 | 8.21 |
| Yield(%) | 0.00 | 2.09 | 2.06 | 1.27 | 0.63 | 0.42 | 0.32 | … | … | 1.05 | 2.53 | 2.56 | 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 |
|---|---|---|---|---|
| APTAX (ActivePassive Intermediate Taxable Bd A) |
1.49%
Nov 2009 – Nov 2012 |
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 |
|---|---|---|---|---|
| APTAX (ActivePassive Intermediate Taxable Bd A) |
5.67%
Oct 2008 – Oct 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart