Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACGEX (LEGACY LARGE CAP FUND R CLASS) | NA | -12.43% | 1.20% | 8.31% | 4.29% | NA | NA | … | … |
Data as of 10/21/2016, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGEX (LEGACY LARGE CAP FUND R 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 (%) | -14.84 | -12.43 | 1.20 | 8.31 | 4.29 | NA | NA | … | … | 3.55 | -2.36 | 13.06 | 37.31 | 8.75 | 4.98 | 9.10 | 19.74 | -41.16 | 26.52 | 13.25 |
| Sharpe Ratio | NA | 0.19 | 0.48 | 0.84 | 0.29 | NA | NA | … | … | 0.29 | -0.15 | 1.02 | 3.41 | 0.70 | 0.23 | 0.49 | 0.81 | -1.30 | 1.21 | 2.14 |
| Standard Deviation(%) | NA | 14.80 | 14.20 | 14.02 | 19.42 | NA | NA | … | … | 14.50 | 15.83 | 12.83 | 10.93 | 12.46 | 21.68 | 18.30 | 24.30 | 32.30 | 19.51 | 10.70 |
| Draw Down(%) | NA | 16.05 | 18.78 | 18.78 | 54.95 | NA | NA | … | … | 12.47 | 12.86 | 8.17 | 4.43 | 12.26 | 16.30 | 14.92 | 23.13 | 48.50 | 12.31 | 4.42 |
| Yield(%) | 0.00 | 7.32 | 3.49 | 3.16 | 2.24 | 1.64 | 1.23 | … | … | 0.36 | 6.87 | 1.73 | 0.16 | 0.49 | 0.35 | 0.47 | 0.48 | 0.00 | 6.07 | 0.26 |
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 |
|---|---|---|---|---|
| ACGEX (LEGACY LARGE CAP FUND R CLASS) |
-10.80%
Oct 2007 – Oct 2010 |
-3.19%
Oct 2007 – Oct 2012 |
6.42%
Sep 2006 – Sep 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGEX (LEGACY LARGE CAP FUND R CLASS) |
20.84%
Feb 2009 – Feb 2012 |
20.37%
Feb 2009 – Feb 2014 |
6.72%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart