Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDJX (DISCIPLINED GROWTH PLUS FUND INVESTOR CLASS) | NA | 4.16% | 4.66% | 4.49% | 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 |
|---|---|---|
| ACDJX (DISCIPLINED GROWTH PLUS FUND INVESTOR 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 (%) | 0.11 | 4.16 | 4.66 | 4.49 | NA | NA | NA | … | … | 1.43 | 6.50 | -1.94 | 10.79 | 6.06 | 2.79 | 14.67 | 35.93 | 15.66 | -3.35 |
| Sharpe Ratio | NA | 0.40 | 0.46 | 0.15 | NA | NA | NA | … | … | 3.68 | 0.71 | -0.33 | 1.89 | 0.45 | 0.05 | 1.13 | 3.17 | 1.17 | -0.83 |
| Standard Deviation(%) | NA | 6.93 | 7.71 | 25.66 | NA | NA | NA | … | … | 6.55 | 7.20 | 9.88 | 5.39 | 13.10 | 54.42 | 12.93 | 11.32 | 13.48 | 23.84 |
| Draw Down(%) | NA | 5.15 | 9.56 | 36.33 | NA | NA | NA | … | … | 0.85 | 5.15 | 9.56 | 1.86 | 10.55 | 36.33 | 7.70 | 5.90 | 11.02 | 9.77 |
| Yield(%) | 0.00 | 0.28 | 4.63 | 3.30 | 4.10 | 2.73 | 2.05 | … | … | 0.00 | 0.29 | 6.07 | 7.59 | 0.05 | 1.68 | 6.34 | 3.63 | 0.64 | 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 |
|---|---|---|---|---|
| ACDJX (DISCIPLINED GROWTH PLUS FUND INVESTOR CLASS) |
2.64%
Aug 2012 – Aug 2015 |
4.32%
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 |
|---|---|---|---|---|
| ACDJX (DISCIPLINED GROWTH PLUS FUND INVESTOR CLASS) |
22.28%
Aug 2015 – Aug 2018 |
14.47%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart