Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACLSX (LONG-TERM TAX-FREE FUND INSTITUTIONAL CLASS) | NA | -27.30% | -6.82% | -3.16% | 0.71% | NA | NA | … | … |
Data as of 08/19/2016, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACLSX (LONG-TERM TAX-FREE FUND INSTITUTIONAL CLASS) | 04/11/2006 | 08/19/2016 |
| 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 (%) | -32.28 | -27.30 | -6.82 | -3.16 | 0.71 | NA | NA | … | … | -29.23 | 3.28 | 9.04 | -3.92 | 7.57 | 11.14 | 1.99 | 12.99 | -1.48 | 1.33 | 2.65 |
| Sharpe Ratio | NA | -0.44 | -0.12 | -0.02 | 0.05 | NA | NA | … | … | -0.91 | 1.57 | 4.58 | -1.14 | 3.22 | 3.80 | 0.58 | 3.44 | -0.32 | -0.60 | 0.12 |
| Standard Deviation(%) | NA | 61.73 | 55.53 | 145.60 | 3.45 | NA | NA | … | … | 46.47 | 2.07 | 1.97 | 3.47 | 2.36 | 2.93 | 3.26 | 3.75 | 7.38 | 2.84 | 2.36 |
| Draw Down(%) | NA | 32.59 | 32.59 | 32.59 | 32.59 | NA | NA | … | … | 32.59 | 2.35 | 1.25 | 7.90 | 2.07 | 2.91 | 5.91 | 3.40 | 11.68 | 4.05 | 1.58 |
| Yield(%) | 0.00 | 3.81 | 3.75 | 3.57 | 3.80 | 2.55 | 1.91 | … | … | 2.29 | 3.54 | 3.68 | 3.05 | 3.27 | 4.13 | 3.80 | 4.42 | 3.95 | 4.23 | 1.06 |
Data as of 08/19/2016, Common starting date is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACLSX (LONG-TERM TAX-FREE FUND INSTITUTIONAL CLASS) |
1.75%
Nov 2012 – Nov 2015 |
3.78%
Aug 2010 – Aug 2015 |
4.67%
May 2006 – May 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACLSX (LONG-TERM TAX-FREE FUND INSTITUTIONAL CLASS) |
8.60%
Dec 2008 – Dec 2011 |
7.16%
Feb 2008 – Feb 2013 |
4.93%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart