Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACCTX (CORE PLUS FUND I CLASS) | 0.06% | 5.60% | 4.34% | 0.06% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACCTX (CORE PLUS FUND I CLASS) | 04/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.60 | 4.34 | 0.06 | NA | NA | NA | … | … | 0.06 | 7.54 | 2.07 | 5.72 | -15.08 | 0.67 | 8.09 | 9.26 | -1.32 | 1.77 |
| Sharpe Ratio | NA | 0.93 | 0.27 | -0.40 | NA | NA | NA | … | … | -0.43 | 1.03 | -0.27 | 0.25 | -2.26 | 0.21 | 1.48 | 2.32 | -1.01 | 0.71 |
| Standard Deviation(%) | NA | 3.90 | 5.80 | 6.15 | NA | NA | NA | … | … | 4.19 | 4.53 | 5.81 | 8.24 | 7.34 | 3.11 | 5.29 | 3.36 | 2.69 | 2.41 |
| Draw Down(%) | NA | 3.09 | 7.24 | 19.57 | NA | NA | NA | … | … | 3.09 | 3.14 | 4.18 | 8.94 | 18.52 | 2.86 | 9.48 | 2.08 | 3.12 | 1.22 |
| Yield(%) | 0.00 | 4.44 | 4.59 | 3.54 | 3.00 | 2.00 | 1.50 | … | … | 1.57 | 4.93 | 4.81 | 4.32 | 2.63 | 3.42 | 2.23 | 3.03 | 3.76 | 1.30 |
Data as of 06/03/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCTX (CORE PLUS FUND I CLASS) |
-5.49%
Oct 2020 – Oct 2023 |
-0.53%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCTX (CORE PLUS FUND I CLASS) |
6.33%
Oct 2018 – Oct 2021 |
1.37%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart