Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACFNX (FOCUSED DYNAMIC GROWTH FUND R6 CLASS) | 7.43% | 31.17% | 27.82% | 11.83% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACFNX (FOCUSED DYNAMIC GROWTH FUND R6 CLASS) | 12/02/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.66 | 31.17 | 27.82 | 11.83 | NA | NA | NA | … | … | 7.43 | 14.64 | 43.82 | 36.12 | -36.10 | 4.89 | 72.81 | 32.78 | 6.88 | 35.01 | 0.54 |
| Sharpe Ratio | NA | 1.71 | 1.19 | 0.38 | NA | NA | NA | … | … | 1.10 | 0.43 | 1.78 | 1.75 | -1.04 | 0.24 | 2.07 | 1.86 | 0.24 | 3.55 | 0.68 |
| Standard Deviation(%) | NA | 18.83 | 22.40 | 25.27 | NA | NA | NA | … | … | 21.65 | 27.63 | 20.89 | 18.42 | 36.27 | 20.66 | 34.94 | 16.86 | 23.17 | 9.73 | 10.44 |
| Draw Down(%) | NA | 16.40 | 26.98 | 43.58 | NA | NA | NA | … | … | 16.38 | 26.98 | 13.99 | 15.25 | 38.67 | 14.68 | 32.07 | 10.17 | 23.17 | 2.99 | 2.28 |
| Yield(%) | 0.00 | 8.18 | 4.34 | 2.63 | 4.58 | 3.06 | 2.29 | … | … | 0.00 | 8.10 | 0.00 | 0.00 | 0.00 | 2.54 | 1.02 | 0.00 | 0.00 | 0.00 | 0.12 |
Data as of 06/03/2026, Common starting date is 12/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACFNX (FOCUSED DYNAMIC GROWTH FUND R6 CLASS) |
-2.86%
Nov 2020 – Nov 2023 |
7.90%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACFNX (FOCUSED DYNAMIC GROWTH FUND R6 CLASS) |
36.96%
Oct 2018 – Oct 2021 |
24.65%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart