Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACFCX (FOCUSED DYNAMIC GROWTH FUND R CLASS) | 8.36% | 31.05% | 27.27% | 10.75% | 18.87% | 15.68% | 12.12% | … | … |
Data as of 06/04/2026, Common starting date is 06/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACFCX (FOCUSED DYNAMIC GROWTH FUND R CLASS) | 06/02/2006 | 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 (%) | -1.58 | 31.05 | 27.27 | 10.75 | 18.87 | 15.68 | 12.12 | … | … | 8.36 | 12.81 | 42.60 | 34.97 | -36.63 | 3.82 | 71.32 | 31.64 | 5.97 | 33.89 | 5.15 | -4.09 | 11.27 | 36.21 | 6.96 | 5.20 | 6.93 | 18.74 | -47.18 | 46.13 | 5.41 |
| Sharpe Ratio | NA | 1.65 | 1.14 | 0.34 | 0.73 | NA | NA | … | … | 1.05 | 0.36 | 1.72 | 1.68 | -1.05 | 0.18 | 2.02 | 1.80 | 0.20 | 3.43 | 0.34 | -0.26 | 0.96 | 3.23 | 0.58 | 0.24 | 0.38 | 0.74 | -1.43 | 1.81 | 0.47 |
| Standard Deviation(%) | NA | 18.82 | 22.40 | 25.27 | 23.83 | NA | NA | … | … | 21.64 | 27.82 | 20.89 | 18.42 | 36.28 | 20.66 | 34.93 | 16.84 | 23.19 | 9.75 | 14.74 | 15.78 | 11.67 | 11.21 | 11.93 | 21.12 | 17.80 | 25.23 | 33.43 | 23.97 | 12.94 |
| Draw Down(%) | NA | 16.69 | 27.11 | 44.03 | 44.03 | NA | NA | … | … | 16.56 | 27.11 | 14.05 | 15.46 | 39.08 | 14.89 | 32.12 | 10.22 | 23.36 | 3.00 | 12.92 | 15.74 | 9.12 | 5.12 | 9.49 | 16.41 | 14.60 | 22.06 | 52.09 | 13.66 | 8.15 |
| Yield(%) | 0.00 | 8.98 | 4.71 | 2.75 | 4.87 | 5.28 | 4.52 | … | … | 0.00 | 8.91 | 0.00 | 0.00 | 0.00 | 2.70 | 1.08 | 0.00 | 0.00 | 0.00 | 0.68 | 0.80 | 0.93 | 0.63 | 2.24 | 0.67 | 0.97 | 0.00 | 0.00 | 5.37 | 0.30 |
Data as of 06/04/2026, Common starting date is 06/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACFCX (FOCUSED DYNAMIC GROWTH FUND R CLASS) |
-12.81%
Oct 2007 – Oct 2010 |
-5.47%
Dec 2007 – Dec 2012 |
4.42%
Oct 2007 – Oct 2017 |
6.32%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACFCX (FOCUSED DYNAMIC GROWTH FUND R CLASS) |
35.79%
Oct 2018 – Oct 2021 |
30.16%
Oct 2016 – Oct 2021 |
20.35%
Aug 2011 – Aug 2021 |
15.85%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart