Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDHX (DISCIPLINED GROWTH PLUS FUND C CLASS) | NA | 3.10% | 3.62% | 3.45% | NA | NA | NA | … | … |
Data as of 01/24/2020, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACDHX (DISCIPLINED GROWTH PLUS FUND C CLASS) | 11/03/2011 | 01/24/2020 |
| 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 (%) | 0.12 | 3.10 | 3.62 | 3.45 | NA | NA | NA | … | … | 1.37 | 5.44 | -2.95 | 9.71 | 5.02 | 1.77 | 13.50 | 34.67 | 14.50 | -3.45 |
| Sharpe Ratio | NA | 0.25 | 0.32 | 0.26 | NA | NA | NA | … | … | 3.57 | 0.56 | -0.43 | 1.68 | 0.37 | 0.11 | 1.04 | 3.04 | 1.09 | -0.85 |
| Standard Deviation(%) | NA | 6.92 | 7.72 | 10.83 | NA | NA | NA | … | … | 6.38 | 7.21 | 9.88 | 5.42 | 13.10 | 15.87 | 12.99 | 11.38 | 13.40 | 23.80 |
| Draw Down(%) | NA | 5.39 | 10.38 | 15.54 | NA | NA | NA | … | … | 0.87 | 5.39 | 10.38 | 2.12 | 10.62 | 11.75 | 7.80 | 5.95 | 11.15 | 9.77 |
| Yield(%) | 0.00 | 0.00 | 4.76 | 3.32 | 3.95 | 2.64 | 1.98 | … | … | 0.00 | 0.00 | 6.44 | 7.93 | 0.00 | 1.71 | 6.35 | 3.55 | 0.00 | 0.00 |
Data as of 01/24/2020, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACDHX (DISCIPLINED GROWTH PLUS FUND C CLASS) |
3.27%
Sep 2016 – Sep 2019 |
3.27%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACDHX (DISCIPLINED GROWTH PLUS FUND C CLASS) |
20.51%
Dec 2011 – Dec 2014 |
13.34%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart