Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AAACX (A3 Alternative Credit Fund) | 1.42% | 4.93% | 2.10% | -4.35% | NA | NA | NA | -3.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAACX (A3 Alternative Credit Fund) | 10/02/2019 | 05/15/2025 |
The return data shown below all have the same latest date: 05/15/2025.
AR inception is since 10/02/2019.
AR inception is since 10/02/2019.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 4.93 | 2.10 | -4.35 | NA | NA | NA | -3.06 | 1.42 | 5.07 | 3.76 | -18.93 | -12.00 | 4.87 | 3.52 |
| Sharpe Ratio | NA | -0.41 | -0.45 | -0.78 | NA | NA | NA | -0.58 | -0.16 | -0.35 | -0.10 | -1.88 | -1.17 | 0.34 | 2.18 |
| Standard Deviation(%) | NA | 4.98 | 5.48 | 9.19 | NA | NA | NA | 9.13 | 4.35 | 4.32 | 5.22 | 10.85 | 10.26 | 13.40 | 6.45 |
| Draw Down(%) | NA | 1.85 | 6.30 | 33.06 | NA | NA | NA | 33.06 | 1.85 | 1.72 | 2.43 | 21.72 | 14.83 | 9.97 | 1.49 |
| Yield(%) | 0.00 | 1.52 | 4.34 | 3.81 | 2.28 | 1.52 | 1.14 | 4.55 | 0.00 | 2.44 | 7.54 | 4.88 | 4.55 | 5.78 | 1.71 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAACX (A3 Alternative Credit Fund) |
-10.76%
Sep 2020 - Sep 2023 |
-5.10%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAACX (A3 Alternative Credit Fund) |
1.15%
Apr 2022 - Apr 2025 |
-3.67%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart