Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTABX (Pyxis Total Return B) | NA | 2.22% | 9.22% | 6.15% | 3.81% | 3.50% | NA | … | … |
Data as of 11/20/2014, Common starting date is 03/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTABX (Pyxis Total Return B) | 03/24/1997 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.22 | 9.22 | 6.15 | 3.81 | 3.50 | NA | … | … | 0.13 | 14.84 | 10.23 | -4.17 | 8.79 | 20.17 | -31.14 | 10.73 | 13.07 | 2.76 | 7.21 | 19.75 | -10.39 | -4.27 | 4.01 | 12.42 | 15.60 | 14.26 |
| Sharpe Ratio | NA | 0.94 | 1.18 | 0.58 | 0.22 | NA | NA | … | … | 0.09 | 1.99 | 1.19 | -0.26 | 0.69 | 1.30 | -1.24 | 0.63 | 1.21 | 0.09 | 0.84 | 1.87 | -0.85 | -0.63 | 0.00 | 0.98 | 1.08 | 1.48 |
| Standard Deviation(%) | NA | 2.35 | 7.32 | 10.56 | 13.20 | NA | NA | … | … | 1.40 | 7.43 | 8.59 | 15.96 | 12.61 | 15.43 | 25.83 | 12.38 | 8.10 | 6.46 | 7.45 | 10.21 | 13.45 | 10.61 | 10.48 | 9.36 | 11.34 | 10.25 |
| Draw Down(%) | NA | 1.56 | 7.52 | 16.40 | 41.94 | NA | NA | … | … | 0.82 | 5.26 | 7.52 | 16.40 | 11.24 | 15.27 | 39.84 | 7.53 | 8.97 | 4.93 | 6.53 | 7.91 | 18.09 | 16.36 | 5.49 | 7.13 | 14.26 | 6.15 |
| Yield(%) | 0.00 | 0.42 | 0.18 | 0.27 | 3.74 | 3.67 | 4.24 | … | … | 0.00 | 0.46 | 0.00 | 0.00 | 0.00 | 0.97 | 5.33 | 10.72 | 10.12 | 8.35 | 2.72 | 0.68 | 1.12 | 5.31 | 8.81 | 5.78 | 10.85 | 5.01 |
Data as of 11/20/2014, Common starting date is 03/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTABX (Pyxis Total Return B) |
-8.92%
Feb 2006 – Feb 2009 |
-3.33%
Feb 2004 – Feb 2009 |
0.24%
Feb 1999 – Feb 2009 |
3.61%
Jun 1999 – Jun 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTABX (Pyxis Total Return B) |
14.26%
Apr 1997 – Apr 2000 |
11.93%
Feb 2009 – Feb 2014 |
7.45%
Apr 1997 – Apr 2007 |
4.78%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart