Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACAWX (ALL CAP GROWTH FUND R CLASS) | NA | 17.87% | 13.59% | 10.15% | NA | NA | NA | … | … |
Data as of 02/21/2020, Common starting date is 09/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAWX (ALL CAP GROWTH FUND R CLASS) | 09/30/2011 | 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 (%) | -9.52 | 17.87 | 13.59 | 10.15 | NA | NA | NA | … | … | -2.31 | 26.24 | -15.54 | 14.25 | -5.65 | -0.91 | -6.76 | 11.93 | 7.33 | 4.54 |
| Sharpe Ratio | NA | -0.72 | -0.93 | -1.22 | NA | NA | NA | … | … | -0.59 | 0.18 | -1.52 | -0.41 | -2.37 | -1.14 | -1.15 | -0.36 | -0.72 | 0.03 |
| Standard Deviation(%) | NA | 17.87 | 19.24 | 18.22 | NA | NA | NA | … | … | 28.02 | 16.36 | 24.44 | 12.16 | 16.69 | 17.11 | 21.97 | 18.56 | 15.83 | 28.31 |
| Draw Down(%) | NA | 9.52 | 32.58 | 32.58 | NA | NA | NA | … | … | 9.52 | 8.35 | 32.58 | 8.49 | 13.68 | 12.58 | 18.65 | 14.01 | 13.19 | 10.33 |
| Yield(%) | 0.00 | 7.67 | 9.94 | 8.53 | 10.08 | 6.72 | 5.04 | … | … | 0.00 | 8.55 | 11.97 | 9.95 | 8.51 | 6.82 | 15.36 | 15.43 | 7.83 | 2.82 |
Data as of 02/21/2020, Common starting date is 09/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAWX (ALL CAP GROWTH FUND R CLASS) |
5.84%
Dec 2013 – Dec 2016 |
7.26%
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 |
|---|---|---|---|---|
| ACAWX (ALL CAP GROWTH FUND R CLASS) |
17.34%
Dec 2016 – Dec 2019 |
14.36%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart