Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACAHX (ALL CAP GROWTH FUND C CLASS) | NA | 16.57% | 12.79% | 9.46% | NA | NA | NA | … | … |
Data as of 02/21/2020, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAHX (ALL CAP GROWTH FUND C CLASS) | 10/28/2011 | 02/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.09 | 16.57 | 12.79 | 9.46 | NA | NA | NA | … | … | -2.97 | 34.22 | -4.07 | 23.63 | 2.03 | 5.37 | 8.58 | 27.67 | 14.60 | -5.20 |
| Sharpe Ratio | NA | 0.90 | 0.69 | 0.54 | NA | NA | NA | … | … | -0.70 | 2.21 | -0.26 | 2.74 | 0.12 | 0.33 | 0.61 | 2.24 | 1.00 | -0.97 |
| Standard Deviation(%) | NA | 16.84 | 16.75 | 16.07 | NA | NA | NA | … | … | 29.45 | 14.84 | 20.99 | 8.44 | 14.61 | 16.08 | 14.04 | 12.36 | 14.71 | 27.81 |
| Draw Down(%) | NA | 10.09 | 23.17 | 23.17 | NA | NA | NA | … | … | 10.09 | 8.38 | 23.17 | 3.61 | 13.74 | 12.68 | 9.00 | 6.58 | 11.66 | 10.34 |
| Yield(%) | 0.00 | 8.10 | 10.30 | 8.71 | 8.90 | 5.93 | 4.45 | … | … | 0.00 | 9.02 | 12.49 | 10.29 | 8.74 | 6.95 | 15.54 | 15.52 | 7.67 | 2.49 |
Data as of 02/21/2020, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAHX (ALL CAP GROWTH FUND C CLASS) |
5.29%
Dec 2013 – Dec 2016 |
6.72%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAHX (ALL CAP GROWTH FUND C CLASS) |
16.76%
Dec 2016 – Dec 2019 |
13.79%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart