Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACCQX (CORE PLUS FUND A CLASS) | -0.03% | 5.29% | 4.00% | -0.52% | 1.36% | 1.98% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACCQX (CORE PLUS FUND A CLASS) | 12/04/2006 | 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.29 | 4.00 | -0.52 | 1.36 | 1.98 | NA | … | … | -0.03 | 7.17 | 1.61 | 5.47 | -15.38 | -1.11 | 7.72 | 8.78 | -1.64 | 4.23 | 3.53 | -0.17 | 5.62 | -2.80 | 5.49 | 7.20 | 6.17 | 9.21 | 5.35 | 7.52 | -1.30 |
| Sharpe Ratio | NA | 0.84 | 0.21 | -0.49 | -0.04 | NA | NA | … | … | -0.49 | 0.96 | -0.35 | 0.22 | -2.31 | -0.37 | 1.43 | 2.21 | -1.11 | 1.27 | 1.10 | -0.06 | 2.50 | -0.88 | 2.25 | 1.76 | 1.59 | 2.09 | 0.65 | 1.01 | -7.46 |
| Standard Deviation(%) | NA | 3.90 | 5.73 | 6.10 | 4.99 | NA | NA | … | … | 4.17 | 4.48 | 5.68 | 8.17 | 7.31 | 3.07 | 5.19 | 3.30 | 2.74 | 2.83 | 3.01 | 3.30 | 2.24 | 3.21 | 2.44 | 4.07 | 3.83 | 4.36 | 6.71 | 4.34 | 2.72 |
| Draw Down(%) | NA | 3.09 | 7.35 | 20.97 | 20.97 | NA | NA | … | … | 3.09 | 3.14 | 4.23 | 9.09 | 18.64 | 3.11 | 9.39 | 2.08 | 3.39 | 1.49 | 4.10 | 2.83 | 1.01 | 5.46 | 1.26 | 1.55 | 3.50 | 1.68 | 5.18 | 2.59 | 1.30 |
| Yield(%) | 0.00 | 4.14 | 4.26 | 3.02 | 2.83 | 2.94 | 3.47 | … | … | 1.47 | 4.59 | 4.46 | 3.97 | 2.33 | 1.67 | 1.87 | 2.67 | 3.44 | 2.78 | 2.79 | 2.60 | 2.93 | 2.83 | 3.26 | 4.36 | 3.91 | 4.58 | 6.86 | 4.19 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| ACCQX (CORE PLUS FUND A CLASS) |
-6.30%
Oct 2020 – Oct 2023 |
-1.15%
Oct 2017 – Oct 2022 |
0.40%
Oct 2012 – Oct 2022 |
1.97%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCQX (CORE PLUS FUND A CLASS) |
9.22%
Oct 2008 – Oct 2011 |
7.72%
Jul 2007 – Jul 2012 |
4.91%
Jun 2007 – Jun 2017 |
4.12%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison Chart