Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACGDX (LEGACY LARGE CAP FUND ADVISOR CLASS) | NA | 3.31% | 7.10% | 12.16% | 6.27% | NA | NA | … | … |
Data as of 10/21/2016, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGDX (LEGACY LARGE CAP FUND ADVISOR CLASS) | 06/20/2006 | 10/21/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 3.31 | 7.10 | 12.16 | 6.27 | NA | NA | … | … | 3.78 | -2.12 | 13.35 | 37.64 | 9.00 | 5.23 | 9.47 | 20.01 | -41.01 | 26.83 | 13.29 |
| Sharpe Ratio | NA | 0.21 | 0.50 | 0.86 | 0.30 | NA | NA | … | … | 0.31 | -0.14 | 1.04 | 3.44 | 0.72 | 0.24 | 0.52 | 0.82 | -1.30 | 1.22 | 2.16 |
| Standard Deviation(%) | NA | 14.75 | 14.19 | 14.00 | 19.38 | NA | NA | … | … | 14.46 | 15.87 | 12.78 | 10.92 | 12.48 | 21.68 | 18.13 | 24.17 | 32.24 | 19.57 | 10.68 |
| Draw Down(%) | NA | 16.02 | 18.65 | 18.65 | 54.78 | NA | NA | … | … | 12.47 | 12.79 | 8.19 | 4.41 | 12.31 | 16.34 | 14.96 | 23.07 | 48.43 | 12.29 | 4.42 |
| Yield(%) | 0.00 | 7.67 | 3.74 | 3.47 | 2.49 | 1.83 | 1.37 | … | … | 0.55 | 7.06 | 1.78 | 0.48 | 0.75 | 0.61 | 0.74 | 0.79 | 0.00 | 6.37 | 0.42 |
Data as of 10/21/2016, 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 |
|---|---|---|---|---|
| ACGDX (LEGACY LARGE CAP FUND ADVISOR CLASS) |
-10.59%
Oct 2007 – Oct 2010 |
-2.95%
Oct 2007 – Oct 2012 |
6.68%
Sep 2006 – Sep 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGDX (LEGACY LARGE CAP FUND ADVISOR CLASS) |
21.13%
Feb 2009 – Feb 2012 |
20.67%
Feb 2009 – Feb 2014 |
6.99%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart