Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHTAX (Aston Balanced N) | NA | 18.08% | -1.41% | 1.58% | 1.31% | NA | NA | … | … |
Data as of 05/24/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHTAX (Aston Balanced N) | 06/21/1996 | 05/24/2010 |
| 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 (%) | 0.00 | 18.08 | -1.41 | 1.58 | 1.31 | NA | NA | … | … | 2.07 | 22.50 | -23.67 | 4.27 | 4.54 | 1.62 | 4.44 | 15.78 | -10.03 | -6.24 | 5.37 | 12.71 | 25.33 | 20.94 | 10.59 |
| Sharpe Ratio | NA | 2.35 | -0.14 | -0.02 | -0.03 | NA | NA | … | … | 0.85 | 1.48 | -1.03 | 0.11 | 0.14 | -0.09 | 0.41 | 1.29 | -0.70 | -0.56 | 0.08 | 0.77 | 1.69 | 1.65 | 2.19 |
| Standard Deviation(%) | NA | 8.46 | 17.31 | 14.18 | 13.56 | NA | NA | … | … | 6.27 | 15.18 | 23.76 | 10.13 | 7.83 | 7.22 | 8.34 | 11.65 | 15.94 | 15.77 | 14.43 | 12.14 | 12.97 | 10.43 | 7.92 |
| Draw Down(%) | NA | 4.56 | 35.42 | 35.42 | 35.42 | NA | NA | … | … | 4.56 | 14.52 | 32.01 | 5.90 | 7.22 | 6.41 | 8.13 | 9.70 | 18.14 | 22.11 | 7.24 | 7.49 | 13.54 | 6.89 | 4.04 |
| Yield(%) | 0.00 | 0.42 | 6.65 | 10.73 | 6.64 | 8.63 | 6.47 | … | … | 0.00 | 0.43 | 0.35 | 20.40 | 33.22 | 6.81 | 6.78 | 1.47 | 1.75 | 4.76 | 9.86 | 5.17 | 9.04 | 10.05 | 3.20 |
Data as of 05/24/2010, 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 |
|---|---|---|---|---|
| CHTAX (Aston Balanced N) |
-8.99%
Feb 2006 – Feb 2009 |
-4.50%
Feb 2004 – Feb 2009 |
-0.73%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHTAX (Aston Balanced N) |
20.96%
Jul 1996 – Jul 1999 |
13.88%
Jul 1996 – Jul 2001 |
7.42%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart