Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDQX (DISCIPLINED GROWTH PLUS FUND A CLASS) | NA | 3.89% | 4.40% | 4.22% | 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 |
|---|---|---|
| ACDQX (DISCIPLINED GROWTH PLUS FUND A 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 | 3.89 | 4.40 | 4.22 | NA | NA | NA | … | … | 1.40 | 6.26 | -2.24 | 10.60 | 5.81 | 2.48 | 14.41 | 35.56 | 15.37 | -3.35 |
| Sharpe Ratio | NA | 0.36 | 0.42 | 0.33 | NA | NA | NA | … | … | 3.50 | 0.68 | -0.36 | 1.86 | 0.43 | 0.15 | 1.11 | 3.13 | 1.14 | -0.83 |
| Standard Deviation(%) | NA | 6.93 | 7.70 | 10.83 | NA | NA | NA | … | … | 6.67 | 7.20 | 9.84 | 5.40 | 13.08 | 15.92 | 12.94 | 11.35 | 13.51 | 23.87 |
| Draw Down(%) | NA | 5.18 | 9.78 | 15.21 | NA | NA | NA | … | … | 0.93 | 5.18 | 9.78 | 1.93 | 10.56 | 11.69 | 7.73 | 5.91 | 11.03 | 9.77 |
| Yield(%) | 0.00 | 0.02 | 4.59 | 3.25 | 3.99 | 2.66 | 2.00 | … | … | 0.00 | 0.02 | 6.14 | 7.65 | 0.00 | 1.68 | 6.27 | 3.53 | 0.36 | 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 |
|---|---|---|---|---|
| ACDQX (DISCIPLINED GROWTH PLUS FUND A CLASS) |
4.07%
Sep 2016 – Sep 2019 |
4.05%
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 |
|---|---|---|---|---|
| ACDQX (DISCIPLINED GROWTH PLUS FUND A CLASS) |
21.40%
Dec 2011 – Dec 2014 |
14.17%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart