Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACEFX | 4.35% | 11.53% | 2.35% | -1.51% | -2.35% | -1.25% | -0.07% | … | … |
Data as of 06/10/2026, Common starting date is 07/27/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACEFX | 07/27/2005 | 06/10/2026 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 11.53 | 2.35 | -1.51 | -2.35 | -1.25 | -0.07 | … | … | 4.35 | 9.24 | -5.32 | -11.78 | 8.48 | -13.90 | 0.74 | -3.38 | 1.33 | -8.42 | 2.56 | -1.47 | 1.09 | -0.99 | 0.27 | 2.61 | 4.17 | 18.51 | -13.52 | 5.14 | 6.17 | 1.15 |
| Sharpe Ratio | NA | 1.76 | -0.15 | -0.55 | -0.55 | NA | NA | … | … | 1.24 | 1.00 | -1.36 | -2.09 | 0.75 | -2.04 | 0.05 | -0.85 | -0.01 | -1.99 | 0.41 | -0.29 | 0.26 | -0.42 | 0.10 | 1.08 | 1.96 | 2.28 | -1.46 | 0.63 | 0.84 | 0.03 |
| Standard Deviation(%) | NA | 5.45 | 6.74 | 7.49 | 7.04 | NA | NA | … | … | 6.73 | 6.37 | 6.59 | 7.45 | 9.49 | 6.84 | 8.99 | 5.69 | 6.89 | 4.59 | 5.76 | 5.22 | 4.18 | 2.43 | 2.23 | 2.38 | 2.08 | 8.07 | 9.89 | 3.18 | 3.31 | 2.22 |
| Draw Down(%) | NA | 4.22 | 13.57 | 23.09 | 35.92 | NA | NA | … | … | 4.22 | 7.43 | 9.20 | 13.60 | 6.52 | 15.32 | 6.29 | 5.33 | 5.44 | 9.59 | 5.74 | 5.18 | 3.84 | 3.61 | 1.95 | 1.10 | 2.19 | 8.70 | 19.06 | 3.32 | 2.79 | 1.29 |
| Yield(%) | 0.00 | 0.08 | 1.55 | 1.27 | 1.72 | 1.66 | 1.82 | … | … | 0.00 | 0.08 | 3.90 | 0.63 | 0.00 | 2.33 | 0.00 | 0.08 | 0.00 | 0.00 | 12.84 | 7.59 | 0.00 | 0.00 | 0.00 | 0.67 | 0.43 | 1.55 | 3.98 | 1.40 | 2.17 | 0.65 |
Data as of 06/10/2026, Common starting date is 07/27/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEFX (ACEFX) |
-6.87%
Jan 2021 – Jan 2024 |
-5.64%
Apr 2020 – Apr 2025 |
-3.60%
Sep 2014 – Sep 2024 |
-2.03%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEFX (ACEFX) |
9.92%
Feb 2009 – Feb 2012 |
5.78%
Feb 2009 – Feb 2014 |
2.30%
Aug 2005 – Aug 2015 |
0.99%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison Chart