Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACGOX (LEGACY LARGE CAP FUND INVESTOR CLASS) | NA | -15.69% | 0.27% | 7.91% | 4.36% | NA | NA | … | … |
Data as of 10/21/2016, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGOX (LEGACY LARGE CAP FUND INVESTOR 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 (%) | -18.39 | -15.69 | 0.27 | 7.91 | 4.36 | NA | NA | … | … | -15.37 | -1.87 | 13.66 | 38.06 | 9.23 | 5.58 | 9.60 | 20.39 | -40.90 | 27.23 | 13.44 |
| Sharpe Ratio | NA | -0.62 | 0.01 | 0.47 | 0.19 | NA | NA | … | … | -0.69 | -0.12 | 1.06 | 3.48 | 0.74 | 0.26 | 0.52 | 0.83 | -1.30 | 1.24 | 2.19 |
| Standard Deviation(%) | NA | 25.48 | 18.56 | 16.79 | 20.33 | NA | NA | … | … | 27.34 | 15.83 | 12.82 | 10.92 | 12.45 | 21.67 | 18.25 | 24.30 | 32.17 | 19.55 | 10.63 |
| Draw Down(%) | NA | 20.93 | 21.22 | 21.22 | 54.62 | NA | NA | … | … | 20.93 | 12.73 | 8.16 | 4.39 | 12.18 | 16.35 | 14.81 | 23.01 | 48.32 | 12.28 | 4.42 |
| Yield(%) | 0.00 | 8.06 | 4.07 | 3.86 | 2.77 | 2.04 | 1.53 | … | … | 0.74 | 7.29 | 2.06 | 0.81 | 1.01 | 0.86 | 1.00 | 1.07 | 0.00 | 6.66 | 0.57 |
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 |
|---|---|---|---|---|
| ACGOX (LEGACY LARGE CAP FUND INVESTOR CLASS) |
-10.35%
Oct 2007 – Oct 2010 |
-2.70%
Oct 2007 – Oct 2012 |
6.95%
Sep 2006 – Sep 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGOX (LEGACY LARGE CAP FUND INVESTOR CLASS) |
21.45%
Feb 2009 – Feb 2012 |
20.99%
Feb 2009 – Feb 2014 |
7.26%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
