Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWGFX (Atlantic Whitehall Growth Instl) | NA | 29.91% | -5.62% | -1.44% | NA | NA | NA | … | … |
Data as of 12/04/2009, Common starting date is 08/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWGFX (Atlantic Whitehall Growth Instl) | 08/27/2003 | 12/04/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.91 | -5.62 | -1.44 | NA | NA | NA | … | … | 21.46 | -38.64 | 11.70 | 5.30 | 4.60 | -0.26 | 7.72 |
| Sharpe Ratio | NA | 1.33 | -0.26 | -0.15 | NA | NA | NA | … | … | 1.06 | -1.05 | 0.55 | 0.20 | 0.24 | -0.09 | 1.45 |
| Standard Deviation(%) | NA | 22.41 | 26.74 | 21.84 | NA | NA | NA | … | … | 21.78 | 37.50 | 15.87 | 10.25 | 10.11 | 14.17 | 16.10 |
| Draw Down(%) | NA | 20.78 | 50.70 | 50.70 | NA | NA | NA | … | … | 20.78 | 47.11 | 8.74 | 10.06 | 7.09 | 16.71 | 7.24 |
| Yield(%) | 0.00 | 0.16 | 10.98 | 11.27 | 5.97 | 3.98 | 2.99 | … | … | 0.00 | 0.10 | 31.96 | 7.75 | 17.21 | 8.78 | 0.00 |
Data as of 12/04/2009, Common starting date is 08/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWGFX (Atlantic Whitehall Growth Instl) |
-14.57%
Feb 2006 – Feb 2009 |
-8.03%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWGFX (Atlantic Whitehall Growth Instl) |
10.29%
Oct 2004 – Oct 2007 |
1.25%
Sep 2003 – Sep 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart