Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOFI (Axos Financial Inc) | NA | 20.29% | 64.45% | 53.39% | 37.25% | NA | NA | … | … |
Data as of 09/28/2018, Common starting date is 03/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOFI (Axos Financial Inc) | 03/17/2005 | 09/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.99 | 20.29 | 64.45 | 53.39 | 37.25 | NA | NA | … | … | 15.02 | 4.73 | 35.63 | 332.90 | -0.82 | -29.49 | 71.14 | 4.77 | 55.10 | 110.53 | -33.57 | 3.17 | -13.38 | -30.56 |
| Sharpe Ratio | NA | 0.63 | 0.69 | 0.71 | 0.48 | NA | NA | … | … | 0.61 | 0.13 | 0.65 | 2.28 | -0.02 | -0.20 | 3.27 | 0.12 | 1.18 | 2.12 | -0.56 | 0.01 | -0.66 | -1.04 |
| Standard Deviation(%) | NA | 30.54 | 92.24 | 74.80 | 76.80 | NA | NA | … | … | 31.68 | 31.88 | 54.02 | 146.19 | 37.33 | 151.16 | 21.94 | 39.34 | 46.58 | 52.14 | 61.34 | 23.56 | 25.47 | 37.73 |
| Draw Down(%) | NA | 23.87 | 43.87 | 43.87 | 76.85 | NA | NA | … | … | 23.87 | 31.77 | 35.82 | 43.87 | 37.78 | 76.85 | 10.35 | 26.49 | 38.84 | 23.64 | 57.71 | 13.10 | 24.30 | 32.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/28/2018, Common starting date is 03/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOFI (Axos Financial Inc) |
-21.73%
Nov 2005 – Nov 2008 |
3.41%
Aug 2005 – Aug 2010 |
8.37%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOFI (Axos Financial Inc) |
91.48%
Apr 2015 – Apr 2018 |
70.19%
Jun 2013 – Jun 2018 |
39.51%
Apr 2008 – Apr 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart