Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AACOX (OPPORTUNISTIC FUND CLASS C) | NA | -1.60% | -5.71% | 2.58% | NA | NA | NA | … | … |
Data as of 12/21/2023, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AACOX (OPPORTUNISTIC FUND CLASS C) | 01/02/2015 | 12/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.60 | -5.71 | 2.58 | NA | NA | NA | … | … | -1.17 | -22.19 | 5.82 | 19.48 | 11.13 | -14.62 | 10.96 | 4.13 | 0.83 |
| Sharpe Ratio | NA | -0.97 | -0.54 | 0.08 | NA | NA | NA | … | … | -0.91 | -1.20 | 0.43 | 1.06 | 1.45 | -1.32 | 1.61 | 0.38 | 0.06 |
| Standard Deviation(%) | NA | 6.07 | 14.05 | 13.95 | NA | NA | NA | … | … | 6.04 | 19.67 | 13.40 | 18.05 | 6.68 | 12.10 | 6.46 | 10.21 | 12.44 |
| Draw Down(%) | NA | 5.35 | 28.13 | 28.13 | NA | NA | NA | … | … | 5.35 | 26.34 | 8.44 | 20.40 | 6.23 | 22.03 | 3.21 | 11.03 | 8.89 |
| Yield(%) | 0.00 | 1.82 | 1.42 | 1.26 | 2.03 | 1.36 | 1.02 | … | … | 1.78 | 0.05 | 2.79 | 0.09 | 0.45 | 6.43 | 5.38 | 0.00 | 2.51 |
Data as of 12/21/2023, 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 |
|---|---|---|---|---|
| AACOX (OPPORTUNISTIC FUND CLASS C) |
-5.38%
Mar 2017 – Mar 2020 |
-2.15%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACOX (OPPORTUNISTIC FUND CLASS C) |
13.08%
Dec 2018 – Dec 2021 |
8.67%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart