Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACGHX (LEGACY LARGE CAP FUND INSTITUTIONAL CLASS) | NA | -17.08% | -0.15% | 7.74% | 4.38% | NA | NA | 5.42% |
Data as of 10/21/2016, AR inception is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGHX (LEGACY LARGE CAP FUND INSTITUTIONAL CLASS) | 06/20/2006 | 10/21/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -19.91 | -17.08 | -0.15 | 7.74 | 4.38 | NA | NA | 5.42 | -16.78 | -1.67 | 13.86 | 38.37 | 9.42 | 5.79 | 9.80 | 20.57 | -40.75 | 27.49 | 13.57 |
| Sharpe Ratio | NA | -0.53 | -0.01 | 0.33 | 0.15 | NA | NA | 0.22 | -0.71 | -0.11 | 1.08 | 3.51 | 0.76 | 0.27 | 0.53 | 0.85 | -1.29 | 1.26 | 2.22 |
| Standard Deviation(%) | NA | 32.74 | 24.50 | 23.62 | 26.10 | NA | NA | 20.64 | 28.85 | 15.85 | 12.76 | 10.92 | 12.48 | 21.71 | 18.31 | 24.20 | 32.14 | 19.52 | 10.62 |
| Draw Down(%) | NA | 22.33 | 22.45 | 22.45 | 54.44 | NA | NA | 54.44 | 22.33 | 12.70 | 8.07 | 4.37 | 12.23 | 16.31 | 14.87 | 22.85 | 48.28 | 12.33 | 4.33 |
| Yield(%) | 0.00 | 8.37 | 4.34 | 4.17 | 3.00 | 2.20 | 1.65 | 3.31 | 0.89 | 7.47 | 2.28 | 1.07 | 1.21 | 1.07 | 1.21 | 1.30 | 0.00 | 6.91 | 0.70 |
Data as of 10/21/2016, AR inception is 06/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGHX (LEGACY LARGE CAP FUND INSTITUTIONAL CLASS) |
-10.18%
Oct 2007 - Oct 2010 |
-2.52%
Oct 2007 - Oct 2012 |
7.15%
Sep 2006 - Sep 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGHX (LEGACY LARGE CAP FUND INSTITUTIONAL CLASS) |
21.74%
Feb 2009 - Feb 2012 |
21.23%
Feb 2009 - Feb 2014 |
7.47%
Jul 2006 - Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart