Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AACBX (ACTIVE CORE FUND CLASS C) | NA | -27.11% | -3.39% | -0.40% | NA | NA | NA | … | … |
Data as of 02/25/2022, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AACBX (ACTIVE CORE FUND CLASS C) | 01/02/2015 | 02/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.11 | -3.39 | -0.40 | NA | NA | NA | … | … | -33.31 | -2.61 | 6.25 | 11.75 | -5.43 | 11.22 | 5.28 | -1.29 |
| Sharpe Ratio | NA | -0.88 | -0.37 | -0.22 | NA | NA | NA | … | … | -0.95 | -0.17 | 0.34 | 1.11 | -0.78 | 2.81 | 0.69 | -0.16 |
| Standard Deviation(%) | NA | 40.78 | 25.95 | 20.59 | NA | NA | NA | … | … | 97.74 | 15.41 | 17.72 | 9.29 | 8.67 | 3.78 | 7.37 | 8.09 |
| Draw Down(%) | NA | 41.67 | 41.67 | 41.67 | NA | NA | NA | … | … | 33.31 | 14.25 | 20.00 | 7.98 | 11.44 | 1.27 | 5.04 | 7.61 |
| Yield(%) | 0.00 | 12.84 | 8.51 | 7.25 | 4.44 | 2.96 | 2.22 | … | … | 0.01 | 13.10 | 5.63 | 5.70 | 6.18 | 5.42 | 3.90 | 5.19 |
Data as of 02/25/2022, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACBX (ACTIVE CORE FUND CLASS C) |
-2.60%
Jan 2019 – Jan 2022 |
0.09%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACBX (ACTIVE CORE FUND CLASS C) |
13.06%
Dec 2018 – Dec 2021 |
9.04%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart