Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACASX (ACCESS CAPITAL COMMUNITY INVESTMENT FUND CLASS A) | -0.13% | 5.76% | 3.65% | -0.30% | 0.56% | 1.15% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACASX (ACCESS CAPITAL COMMUNITY INVESTMENT FUND CLASS A) | 02/02/2009 | 06/03/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.76 | 3.65 | -0.30 | 0.56 | 1.15 | NA | … | … | -0.13 | 7.67 | 0.76 | 4.55 | -12.12 | -1.57 | 3.53 | 5.46 | -0.96 | 1.06 | 1.19 | 0.75 | 5.24 | -2.02 | 3.36 | 4.70 | 3.99 | 6.22 |
| Sharpe Ratio | NA | 0.86 | 0.16 | -0.44 | -0.21 | NA | NA | … | … | -0.41 | 0.95 | -0.47 | 0.11 | -1.81 | -0.85 | 1.63 | 1.88 | -0.90 | 0.18 | 0.48 | 0.29 | 2.04 | -0.61 | 1.72 | 1.59 | 1.30 | 2.24 |
| Standard Deviation(%) | NA | 4.30 | 6.04 | 6.23 | 4.67 | NA | NA | … | … | 4.60 | 5.05 | 6.14 | 7.96 | 7.53 | 1.87 | 2.00 | 2.12 | 2.62 | 2.19 | 2.05 | 2.46 | 2.56 | 3.38 | 1.93 | 2.94 | 2.99 | 3.00 |
| Draw Down(%) | NA | 3.21 | 7.38 | 18.21 | 18.29 | NA | NA | … | … | 3.21 | 3.09 | 4.55 | 8.85 | 16.15 | 2.18 | 1.85 | 0.77 | 3.53 | 1.23 | 2.94 | 1.43 | 0.97 | 4.43 | 0.83 | 1.49 | 2.77 | 1.82 |
| Yield(%) | 0.00 | 3.21 | 3.19 | 2.34 | 2.11 | 2.42 | 2.36 | … | … | 1.15 | 3.43 | 3.20 | 2.97 | 1.86 | 1.29 | 2.06 | 2.31 | 1.81 | 2.05 | 2.41 | 2.78 | 3.21 | 3.18 | 3.82 | 4.51 | 4.36 | 3.33 |
Data as of 06/03/2026, Common starting date is 02/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACASX (ACCESS CAPITAL COMMUNITY INVESTMENT FUND CLASS A) |
-6.11%
Oct 2020 – Oct 2023 |
-1.99%
Oct 2017 – Oct 2022 |
-0.42%
Oct 2013 – Oct 2023 |
1.01%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACASX (ACCESS CAPITAL COMMUNITY INVESTMENT FUND CLASS A) |
5.09%
Oct 2022 – Oct 2025 |
3.39%
Jun 2009 – Jun 2014 |
2.46%
Jun 2009 – Jun 2019 |
1.46%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart