Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACFOX (FOCUSED DYNAMIC GROWTH FUND INVESTOR CLASS) | 8.59% | 31.70% | 27.90% | 11.30% | 19.47% | 16.26% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACFOX (FOCUSED DYNAMIC GROWTH FUND INVESTOR CLASS) | 06/20/2006 | 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 | 31.70 | 27.90 | 11.30 | 19.47 | 16.26 | NA | … | … | 8.59 | 20.51 | 43.30 | 35.66 | -36.32 | 7.08 | 73.31 | 32.30 | 6.51 | 34.55 | 5.69 | -3.57 | 11.86 | 36.78 | 7.51 | 5.67 | 7.62 | 19.16 | -46.88 | 46.81 | 11.60 |
| Sharpe Ratio | NA | 1.69 | 1.17 | 0.36 | 0.76 | NA | NA | … | … | 1.08 | 0.66 | 1.90 | 1.76 | -1.04 | 0.34 | 2.08 | 1.83 | 0.22 | 3.49 | 0.37 | -0.23 | 1.02 | 3.32 | 0.63 | 0.27 | 0.42 | 0.76 | -1.43 | 1.83 | 1.67 |
| Standard Deviation(%) | NA | 18.81 | 22.40 | 25.27 | 23.83 | NA | NA | … | … | 21.64 | 26.72 | 20.90 | 18.41 | 36.26 | 20.87 | 34.94 | 16.83 | 23.21 | 9.76 | 14.72 | 15.75 | 11.62 | 11.08 | 11.97 | 21.08 | 17.86 | 25.14 | 33.40 | 24.00 | 11.65 |
| Draw Down(%) | NA | 16.52 | 27.03 | 43.77 | 43.77 | NA | NA | … | … | 16.45 | 27.03 | 14.01 | 15.32 | 38.84 | 13.93 | 32.07 | 10.16 | 23.26 | 2.95 | 12.91 | 15.66 | 9.00 | 5.06 | 9.47 | 16.29 | 14.44 | 22.04 | 51.89 | 13.63 | 4.98 |
| Yield(%) | 0.00 | 8.51 | 4.51 | 2.66 | 4.86 | 5.49 | 4.98 | … | … | 0.00 | 8.46 | 0.00 | 0.00 | 0.00 | 2.62 | 1.05 | 0.00 | 0.00 | 0.00 | 1.21 | 1.27 | 1.47 | 1.28 | 2.73 | 1.18 | 1.49 | 0.04 | 0.00 | 6.06 | 0.63 |
Data as of 06/04/2026, Common starting date is 06/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACFOX (FOCUSED DYNAMIC GROWTH FUND INVESTOR CLASS) |
-12.35%
Oct 2007 – Oct 2010 |
-5.00%
Dec 2007 – Dec 2012 |
4.95%
Oct 2007 – Oct 2017 |
6.86%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACFOX (FOCUSED DYNAMIC GROWTH FUND INVESTOR CLASS) |
36.48%
Oct 2018 – Oct 2021 |
30.82%
Oct 2016 – Oct 2021 |
20.95%
Aug 2011 – Aug 2021 |
16.43%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart