Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACCUX (CORE PLUS FUND R5 CLASS) | 0.21% | 5.23% | 4.48% | -0.14% | 1.81% | 2.44% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACCUX (CORE PLUS FUND R5 CLASS) | 12/04/2006 | 06/04/2026 |
| 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 | 5.23 | 4.48 | -0.14 | 1.81 | 2.44 | NA | … | … | 0.21 | 7.65 | 2.16 | 5.81 | -14.93 | -0.78 | 8.11 | 9.36 | -1.22 | 4.62 | 4.03 | 0.18 | 6.21 | -2.46 | 5.95 | 7.68 | 6.60 | 9.69 | 5.84 | 8.02 | -1.30 |
| Sharpe Ratio | NA | 0.92 | 0.29 | -0.42 | 0.05 | NA | NA | … | … | -0.39 | 1.05 | -0.25 | 0.27 | -2.27 | -0.25 | 1.50 | 2.37 | -0.93 | 1.40 | 1.26 | 0.05 | 2.88 | -0.78 | 2.47 | 1.92 | 1.67 | 2.18 | 0.72 | 1.12 | -7.46 |
| Standard Deviation(%) | NA | 4.07 | 5.84 | 6.16 | 5.04 | NA | NA | … | … | 4.44 | 4.56 | 5.88 | 8.18 | 7.24 | 3.20 | 5.22 | 3.33 | 2.81 | 2.84 | 3.03 | 3.28 | 2.15 | 3.20 | 2.40 | 3.99 | 3.90 | 4.40 | 6.75 | 4.38 | 2.72 |
| Draw Down(%) | NA | 3.09 | 7.22 | 20.37 | 20.37 | NA | NA | … | … | 3.09 | 3.03 | 4.17 | 9.00 | 18.39 | 3.08 | 9.48 | 2.08 | 2.95 | 1.40 | 4.01 | 2.76 | 0.92 | 5.31 | 1.35 | 1.42 | 3.47 | 1.65 | 5.14 | 2.53 | 1.30 |
| Yield(%) | 0.00 | 4.50 | 4.68 | 3.36 | 3.23 | 3.36 | 3.91 | … | … | 1.60 | 5.04 | 4.90 | 4.39 | 2.71 | 2.00 | 2.34 | 3.12 | 3.86 | 3.16 | 3.28 | 3.05 | 3.40 | 3.26 | 3.71 | 4.82 | 4.33 | 5.03 | 7.32 | 4.65 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ACCUX (CORE PLUS FUND R5 CLASS) |
-5.93%
Oct 2020 – Oct 2023 |
-0.74%
Oct 2017 – Oct 2022 |
0.84%
Oct 2012 – Oct 2022 |
2.41%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCUX (CORE PLUS FUND R5 CLASS) |
9.70%
Oct 2008 – Oct 2011 |
8.17%
Jul 2007 – Jul 2012 |
5.36%
Jun 2007 – Jun 2017 |
4.56%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison Chart