Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACFSX (FOCUSED DYNAMIC GROWTH FUND INSTITUTIONAL CLASS) | 7.36% | 30.97% | 27.64% | 11.67% | 19.58% | 16.31% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACFSX (FOCUSED DYNAMIC GROWTH FUND INSTITUTIONAL CLASS) | 06/20/2006 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.66 | 30.97 | 27.64 | 11.67 | 19.58 | 16.31 | NA | … | … | 7.36 | 14.27 | 43.57 | 35.94 | -36.20 | 4.68 | 72.55 | 32.60 | 6.71 | 34.83 | 5.88 | -3.37 | 12.05 | 37.16 | 7.70 | 5.87 | 7.70 | 19.63 | -46.81 | 47.10 | 11.73 |
| Sharpe Ratio | NA | 1.70 | 1.18 | 0.37 | 0.77 | NA | NA | … | … | 1.10 | 0.42 | 1.77 | 1.74 | -1.04 | 0.23 | 2.06 | 1.85 | 0.23 | 3.51 | 0.39 | -0.22 | 1.03 | 3.34 | 0.64 | 0.28 | 0.43 | 0.78 | -1.42 | 1.85 | 1.71 |
| Standard Deviation(%) | NA | 18.82 | 22.40 | 25.27 | 23.83 | NA | NA | … | … | 21.64 | 27.67 | 20.89 | 18.41 | 36.27 | 20.66 | 34.93 | 16.83 | 23.20 | 9.78 | 14.72 | 15.74 | 11.64 | 11.10 | 11.97 | 21.06 | 17.75 | 25.19 | 33.55 | 23.95 | 11.62 |
| Draw Down(%) | NA | 16.45 | 27.01 | 43.67 | 43.67 | NA | NA | … | … | 16.40 | 27.01 | 14.00 | 15.29 | 38.75 | 14.73 | 32.06 | 10.12 | 23.20 | 2.94 | 12.87 | 15.61 | 8.97 | 5.11 | 9.44 | 16.25 | 14.40 | 21.99 | 51.82 | 13.61 | 4.88 |
| Yield(%) | 0.00 | 8.38 | 4.44 | 2.68 | 4.88 | 5.51 | 5.11 | … | … | 0.00 | 8.30 | 0.00 | 0.00 | 0.00 | 2.59 | 1.04 | 0.00 | 0.00 | 0.00 | 1.43 | 1.45 | 1.69 | 1.53 | 2.93 | 1.38 | 1.70 | 0.27 | 0.00 | 6.34 | 0.76 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| ACFSX (FOCUSED DYNAMIC GROWTH FUND INSTITUTIONAL CLASS) |
-12.19%
Oct 2007 – Oct 2010 |
-4.81%
Dec 2007 – Dec 2012 |
5.17%
Oct 2007 – Oct 2017 |
7.07%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACFSX (FOCUSED DYNAMIC GROWTH FUND INSTITUTIONAL CLASS) |
36.76%
Oct 2018 – Oct 2021 |
31.08%
Oct 2016 – Oct 2021 |
21.19%
Aug 2011 – Aug 2021 |
16.66%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart