Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACAQX (ALL CAP GROWTH FUND A CLASS) | NA | 18.52% | 13.99% | 10.49% | 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 |
|---|---|---|
| ACAQX (ALL CAP GROWTH FUND A 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 (%) | -9.25 | 18.52 | 13.99 | 10.49 | NA | NA | NA | … | … | -1.98 | 35.21 | -3.34 | 24.58 | 2.80 | 6.18 | 9.41 | 28.62 | 15.46 | -5.05 |
| Sharpe Ratio | NA | 1.05 | 0.77 | 0.61 | NA | NA | NA | … | … | -0.53 | 2.27 | -0.22 | 2.85 | 0.18 | 0.38 | 0.67 | 2.31 | 1.06 | -0.94 |
| Standard Deviation(%) | NA | 16.37 | 16.59 | 15.97 | NA | NA | NA | … | … | 27.35 | 14.86 | 20.97 | 8.44 | 14.62 | 16.08 | 14.03 | 12.38 | 14.72 | 27.79 |
| Draw Down(%) | NA | 9.25 | 23.06 | 23.06 | NA | NA | NA | … | … | 9.25 | 8.33 | 23.06 | 3.59 | 13.67 | 12.53 | 8.95 | 6.54 | 11.52 | 10.30 |
| Yield(%) | 0.00 | 7.46 | 9.77 | 8.45 | 8.92 | 5.95 | 4.46 | … | … | 0.00 | 8.32 | 11.72 | 9.78 | 8.39 | 6.75 | 15.26 | 15.39 | 7.90 | 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 |
|---|---|---|---|---|
| ACAQX (ALL CAP GROWTH FUND A CLASS) |
6.09%
Dec 2013 – Dec 2016 |
7.54%
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 |
|---|---|---|---|---|
| ACAQX (ALL CAP GROWTH FUND A CLASS) |
17.64%
Dec 2016 – Dec 2019 |
14.65%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart