Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACMVX (MID CAP VALUE FUND INVESTOR CLASS) | 9.23% | 17.78% | 11.59% | 7.00% | 8.90% | 9.99% | 8.94% | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACMVX (MID CAP VALUE FUND INVESTOR CLASS) | 04/01/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 17.78 | 11.59 | 7.00 | 8.90 | 9.99 | 8.94 | … | … | 9.23 | -4.16 | 8.50 | 6.18 | -1.33 | 23.42 | 1.63 | 28.89 | -12.63 | 11.57 | 22.15 | -1.64 | 16.35 | 30.01 | 16.46 | -5.65 | 19.57 | 30.33 | -24.48 | -2.39 | 20.50 | 9.94 | 15.89 |
| Sharpe Ratio | NA | 1.05 | 0.62 | 0.30 | 0.41 | NA | NA | … | … | 1.32 | -0.30 | 0.44 | 0.20 | -0.14 | 1.68 | 0.04 | 2.27 | -0.97 | 1.39 | 1.55 | -0.12 | 1.62 | 2.82 | 1.42 | -0.25 | 1.16 | 1.17 | -0.68 | -0.36 | 1.96 | 0.79 | 2.03 |
| Standard Deviation(%) | NA | 11.85 | 12.91 | 14.63 | 17.54 | NA | NA | … | … | 12.58 | 20.41 | 11.01 | 12.85 | 19.47 | 13.89 | 37.52 | 12.05 | 14.45 | 7.91 | 14.17 | 14.43 | 10.09 | 10.64 | 11.68 | 23.14 | 16.79 | 25.76 | 37.40 | 15.52 | 8.73 | 9.71 | 10.16 |
| Draw Down(%) | NA | 8.49 | 14.56 | 17.46 | 39.24 | NA | NA | … | … | 8.49 | 12.81 | 7.59 | 13.51 | 17.46 | 6.77 | 39.24 | 7.07 | 21.61 | 4.30 | 9.25 | 11.08 | 7.16 | 4.62 | 8.89 | 20.38 | 12.93 | 27.44 | 39.63 | 15.11 | 6.51 | 7.08 | 5.44 |
| Yield(%) | 0.00 | 13.59 | 9.45 | 9.39 | 8.84 | 10.23 | 9.27 | … | … | 0.09 | 13.82 | 8.69 | 5.27 | 12.83 | 17.07 | 1.83 | 1.85 | 11.08 | 9.59 | 4.13 | 9.81 | 11.75 | 8.77 | 4.78 | 1.45 | 2.10 | 1.87 | 1.65 | 10.16 | 7.08 | 9.87 | 2.91 |
Data as of 06/04/2026, Common starting date is 04/01/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACMVX (MID CAP VALUE FUND INVESTOR CLASS) |
-11.05%
Feb 2006 – Feb 2009 |
0.03%
May 2007 – May 2012 |
7.39%
Mar 2010 – Mar 2020 |
7.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACMVX (MID CAP VALUE FUND INVESTOR CLASS) |
24.45%
Feb 2009 – Feb 2012 |
22.48%
Feb 2009 – Feb 2014 |
15.35%
Feb 2009 – Feb 2019 |
13.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart