Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/20/2010.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AFITX (AFBA 5Star Science & Technology I) | NA | 29.72% | -4.48% | 4.29% | NA | NA | NA | 4.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFITX (AFBA 5Star Science & Technology I) | 10/30/2001 | 04/20/2010 |
The return data shown below all have the same latest date: 04/20/2010.
AR inception is since 10/30/2001.
AR inception is since 10/30/2001.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.72 | -4.48 | 4.29 | NA | NA | NA | 4.36 | -7.99 | 47.17 | -36.53 | 8.14 | 11.72 | 6.57 | 11.66 | 63.38 | -38.79 | 13.86 |
| Sharpe Ratio | NA | 1.32 | -0.19 | 0.10 | NA | NA | NA | 0.10 | -1.06 | 1.68 | -1.02 | 0.33 | 0.58 | 0.34 | 0.58 | 2.32 | -0.93 | 3.43 |
| Standard Deviation(%) | NA | 22.53 | 29.18 | 24.33 | NA | NA | NA | 26.77 | 23.34 | 28.00 | 36.65 | 15.48 | 14.58 | 13.12 | 18.59 | 26.96 | 43.07 | 33.96 |
| Draw Down(%) | NA | 9.70 | 51.65 | 51.65 | NA | NA | NA | 56.28 | 9.70 | 17.13 | 46.78 | 12.00 | 15.29 | 11.08 | 18.88 | 16.88 | 55.56 | 9.88 |
| Yield(%) | 0.00 | 0.00 | 2.62 | 4.30 | 2.47 | 1.65 | 1.23 | 3.09 | 0.00 | 0.00 | 0.00 | 8.38 | 5.84 | 4.27 | 0.18 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFITX (AFBA 5Star Science & Technology I) |
-13.37%
Feb 2006 - Feb 2009 |
-5.22%
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 |
|---|---|---|---|---|
| AFITX (AFBA 5Star Science & Technology I) |
31.42%
Sep 2002 - Sep 2005 |
24.88%
Sep 2002 - Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart