Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YCVTX (API EFFICIENT FRONTIER VALUE FUND CLASS L SHARES) | NA | -1.93% | 1.80% | 8.05% | 3.63% | 4.73% | 5.06% | … | … |
Data as of 10/11/2016, Common starting date is 10/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YCVTX (API EFFICIENT FRONTIER VALUE FUND CLASS L SHARES) | 10/30/1992 | 10/11/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.96 | -1.93 | 1.80 | 8.05 | 3.63 | 4.73 | 5.06 | … | … | -0.44 | -3.72 | 2.37 | 31.50 | 9.23 | -7.46 | 20.12 | 35.31 | -51.91 | -4.22 | -4.05 | -3.45 | 15.17 | 58.45 | -40.10 | -13.30 | 16.14 | 14.08 | 1.99 | 13.64 | 7.17 | 11.61 | -5.75 | 3.52 | 2.40 |
| Sharpe Ratio | NA | -2.09 | -1.45 | -0.86 | -0.81 | NA | NA | … | … | -2.12 | -1.46 | -1.26 | 1.01 | -0.67 | -0.96 | 0.07 | 0.46 | -1.41 | -1.00 | -1.26 | -1.23 | -0.22 | 1.29 | -1.46 | -1.00 | -1.50 | 1.32 | 1.02 | -1.23 | 0.46 | -2.25 | -0.21 | 0.24 | 1.79 |
| Standard Deviation(%) | NA | 17.29 | 15.01 | 15.61 | 26.63 | NA | NA | … | … | 18.23 | 15.22 | 12.81 | 12.83 | 14.12 | 27.08 | 22.34 | 36.31 | 50.51 | 26.37 | 21.01 | 19.89 | 20.16 | 30.39 | 40.95 | 35.03 | 35.05 | 29.65 | 34.49 | 26.70 | 20.02 | 22.42 | 19.45 | 14.87 | 8.53 |
| Draw Down(%) | NA | 17.94 | 23.58 | 23.58 | 72.03 | NA | NA | … | … | 14.87 | 15.17 | 10.83 | 7.01 | 13.50 | 26.56 | 18.64 | 32.11 | 63.99 | 19.65 | 13.94 | 12.19 | 18.91 | 20.00 | 52.17 | 41.22 | 17.97 | 26.22 | 38.35 | 21.41 | 24.33 | 26.33 | 17.79 | 6.74 | 1.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.20 | 4.56 | 4.73 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 16.73 | 14.32 | 14.72 | 12.02 | 2.43 | 0.00 | 0.00 | 0.00 | 4.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/11/2016, Common starting date is 10/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YCVTX (API EFFICIENT FRONTIER VALUE FUND CLASS L SHARES) |
-19.07%
Feb 2006 – Feb 2009 |
-9.71%
Sep 1997 – Sep 2002 |
-2.70%
Feb 1999 – Feb 2009 |
0.22%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YCVTX (API EFFICIENT FRONTIER VALUE FUND CLASS L SHARES) |
30.06%
Feb 2003 – Feb 2006 |
22.43%
Feb 2003 – Feb 2008 |
10.16%
Mar 2003 – Mar 2013 |
7.10%
May 1993 – May 2008 |
Annualized Rolling Returns Comparison Chart