Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AACDX (STRATEGIC ALLOCATION: CONSERVATIVE FUND R6 CLASS) | 3.89% | 11.09% | 10.04% | 4.52% | 6.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AACDX (STRATEGIC ALLOCATION: CONSERVATIVE FUND R6 CLASS) | 07/29/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 11.09 | 10.04 | 4.52 | 6.70 | NA | NA | … | … | 3.89 | 5.89 | 8.15 | 11.03 | -12.73 | 9.74 | 13.77 | 16.57 | -3.67 | 11.21 | 5.41 | -1.07 | 6.64 | 4.20 |
| Sharpe Ratio | NA | 1.44 | 0.98 | 0.26 | 0.61 | NA | NA | … | … | 0.96 | 0.34 | 0.71 | 1.07 | -1.20 | 1.49 | 0.89 | 2.97 | -0.73 | 3.29 | 0.75 | -0.17 | 1.30 | 1.95 |
| Standard Deviation(%) | NA | 6.27 | 7.19 | 8.19 | 8.36 | NA | NA | … | … | 7.61 | 9.01 | 6.38 | 6.97 | 11.85 | 6.52 | 15.16 | 5.08 | 6.95 | 3.22 | 6.89 | 6.59 | 5.10 | 5.16 |
| Draw Down(%) | NA | 5.15 | 7.79 | 18.77 | 19.43 | NA | NA | … | … | 5.15 | 7.79 | 3.43 | 6.85 | 18.08 | 3.23 | 19.43 | 2.31 | 9.77 | 0.97 | 5.17 | 6.18 | 4.03 | 2.30 |
| Yield(%) | 0.00 | 5.57 | 5.67 | 5.34 | 6.12 | 5.11 | 3.84 | … | … | 0.14 | 6.11 | 7.58 | 3.05 | 4.31 | 9.24 | 4.71 | 9.65 | 7.59 | 6.80 | 3.22 | 6.11 | 7.06 | 6.90 |
Data as of 06/04/2026, Common starting date is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACDX (STRATEGIC ALLOCATION: CONSERVATIVE FUND R6 CLASS) |
0.50%
Apr 2021 – Apr 2024 |
2.79%
Mar 2015 – Mar 2020 |
4.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACDX (STRATEGIC ALLOCATION: CONSERVATIVE FUND R6 CLASS) |
13.32%
Dec 2018 – Dec 2021 |
9.31%
Oct 2016 – Oct 2021 |
7.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart