Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACCPX (CORE PLUS FUND R CLASS) | -0.45% | 4.23% | 3.63% | -0.88% | 1.10% | 1.71% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACCPX (CORE PLUS FUND R CLASS) | 12/04/2006 | 06/05/2026 |
| 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 4.23 | 3.63 | -0.88 | 1.10 | 1.71 | NA | … | … | -0.45 | 6.90 | 1.35 | 5.20 | -15.61 | -1.30 | 7.46 | 8.50 | -1.88 | 4.06 | 3.27 | -0.51 | 5.34 | -3.07 | 5.23 | 6.94 | 5.93 | 9.00 | 5.10 | 7.27 | -1.30 |
| Sharpe Ratio | NA | 0.41 | 0.06 | -0.56 | -0.11 | NA | NA | … | … | -0.85 | 0.89 | -0.40 | 0.19 | -2.35 | -0.42 | 1.37 | 2.11 | -1.20 | 1.26 | 1.05 | -0.17 | 2.54 | -0.96 | 2.23 | 1.74 | 1.52 | 2.05 | 0.61 | 0.96 | -7.46 |
| Standard Deviation(%) | NA | 3.83 | 5.73 | 6.13 | 5.00 | NA | NA | … | … | 4.19 | 4.51 | 5.69 | 8.27 | 7.27 | 3.14 | 5.25 | 3.32 | 2.72 | 2.71 | 2.91 | 3.19 | 2.09 | 3.25 | 2.34 | 3.98 | 3.84 | 4.34 | 6.71 | 4.33 | 2.72 |
| Draw Down(%) | NA | 3.09 | 7.12 | 21.38 | 21.38 | NA | NA | … | … | 3.09 | 3.14 | 4.28 | 9.20 | 18.80 | 3.13 | 9.48 | 2.08 | 3.57 | 1.40 | 4.17 | 2.83 | 0.92 | 5.55 | 1.26 | 1.48 | 3.52 | 1.70 | 5.20 | 2.65 | 1.30 |
| Yield(%) | 0.00 | 3.88 | 4.02 | 2.80 | 2.61 | 2.71 | 3.22 | … | … | 1.39 | 4.34 | 4.22 | 3.73 | 2.08 | 1.48 | 1.62 | 2.39 | 3.21 | 2.52 | 2.52 | 2.36 | 2.66 | 2.57 | 3.01 | 4.12 | 3.69 | 4.39 | 6.63 | 3.95 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCPX (CORE PLUS FUND R CLASS) |
-6.49%
Oct 2020 – Oct 2023 |
-1.39%
Oct 2017 – Oct 2022 |
0.15%
Oct 2012 – Oct 2022 |
1.71%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCPX (CORE PLUS FUND R CLASS) |
8.99%
Oct 2008 – Oct 2011 |
7.47%
Jul 2007 – Jul 2012 |
4.64%
Jun 2007 – Jun 2017 |
3.87%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison Chart