Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AACAY (AAC Technologies Holdings Inc) | 22.25% | 32.09% | 44.65% | -1.21% | -1.88% | 7.53% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AACAY (AAC Technologies Holdings Inc) | 04/08/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.66 | 32.09 | 44.65 | -1.21 | -1.88 | 7.53 | NA | … | … | 22.25 | 4.60 | 63.23 | 30.89 | -42.14 | -28.77 | -35.31 | 57.50 | -67.50 | 101.07 | 41.65 | 23.80 | 12.27 | 41.46 | 57.52 | -15.39 |
| Sharpe Ratio | NA | 0.38 | 0.75 | -0.06 | -0.06 | NA | NA | … | … | 0.90 | 0.03 | 1.22 | 0.61 | -0.79 | -0.71 | -0.70 | 1.11 | -1.39 | 2.13 | 1.19 | 0.57 | 0.37 | 0.99 | 1.38 | -0.36 |
| Standard Deviation(%) | NA | 46.29 | 49.99 | 50.09 | 48.91 | NA | NA | … | … | 46.71 | 56.29 | 48.99 | 45.08 | 55.64 | 40.80 | 50.98 | 50.45 | 49.65 | 47.46 | 34.80 | 41.40 | 32.96 | 41.88 | 42.14 | 57.56 |
| Draw Down(%) | NA | 36.63 | 40.69 | 81.04 | 93.44 | NA | NA | … | … | 21.31 | 39.39 | 28.48 | 41.25 | 66.98 | 49.12 | 48.85 | 42.67 | 72.46 | 29.28 | 27.17 | 32.35 | 23.48 | 33.80 | 17.32 | 36.39 |
| Yield(%) | 0.00 | 0.97 | 1.45 | 0.39 | 1.17 | 3.75 | 2.66 | … | … | 0.87 | 0.67 | 0.45 | 0.66 | 0.00 | 0.91 | 0.14 | 3.21 | 1.38 | 2.21 | 2.51 | 2.28 | 2.69 | 2.77 | 2.60 | 2.19 |
Data as of 06/04/2026, Common starting date is 04/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACAY (AAC Technologies Holdings Inc) |
-35.64%
Dec 2019 – Dec 2022 |
-36.92%
Sep 2017 – Sep 2022 |
-8.21%
May 2013 – May 2023 |
7.06%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACAY (AAC Technologies Holdings Inc) |
56.40%
Sep 2022 – Sep 2025 |
43.20%
Aug 2011 – Aug 2016 |
14.31%
Jun 2011 – Jun 2021 |
7.06%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart