Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSAX (ALPHA RISK TACTICAL ROTATION FUND INSTITUTIONAL CLASS SHARES) | NA | 6.84% | 6.82% | 5.28% | 4.49% | NA | NA | … | … |
Data as of 02/05/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSAX (ALPHA RISK TACTICAL ROTATION FUND INSTITUTIONAL CLASS SHARES) | 06/21/1996 | 02/05/2010 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 6.84 | 6.82 | 5.28 | 4.49 | NA | NA | … | … | 1.26 | 5.78 | 7.31 | 6.34 | 4.47 | 1.99 | 3.97 | 1.89 | 3.96 | 1.85 | 5.41 | 0.96 | 6.85 | 7.88 | 6.24 |
| Sharpe Ratio | NA | 2.30 | 1.22 | 0.85 | 0.73 | NA | NA | … | … | 8.28 | 1.88 | 0.97 | 0.96 | 0.37 | -0.07 | 0.85 | 0.37 | 1.07 | -0.14 | 0.44 | -0.65 | 1.33 | -21.86 | 2.76 |
| Standard Deviation(%) | NA | 2.93 | 4.59 | 4.01 | 3.61 | NA | NA | … | … | 1.69 | 3.03 | 6.55 | 3.48 | 3.14 | 2.58 | 3.55 | 3.25 | 2.67 | 3.38 | 3.14 | 3.46 | 2.64 | 2.16 | 3.15 |
| Draw Down(%) | NA | 1.65 | 3.45 | 3.45 | 3.45 | NA | NA | … | … | 0.10 | 1.65 | 3.45 | 2.15 | 1.98 | 2.06 | 3.12 | 2.77 | 1.80 | 2.63 | 2.07 | 2.37 | 1.99 | 0.88 | 0.76 |
| Yield(%) | 0.00 | 4.04 | 4.59 | 4.48 | 3.61 | 3.93 | 2.95 | … | … | 0.00 | 4.39 | 4.78 | 4.70 | 4.74 | 4.50 | 4.61 | 3.62 | 1.17 | 0.00 | 2.05 | 5.64 | 5.98 | 7.52 | 3.85 |
Data as of 02/05/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSAX (ALPHA RISK TACTICAL ROTATION FUND INSTITUTIONAL CLASS SHARES) |
2.03%
May 2003 – May 2006 |
2.46%
May 2001 – May 2006 |
3.30%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSAX (ALPHA RISK TACTICAL ROTATION FUND INSTITUTIONAL CLASS SHARES) |
7.21%
Jun 2006 – Jun 2009 |
5.54%
Nov 2004 – Nov 2009 |
4.44%
Jan 2000 – Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart