Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACOAX (STRATEGIC ALLOCATION: MODERATE FUND A CLASS) | 4.15% | 13.19% | 11.87% | 2.60% | 6.23% | 6.25% | 5.83% | … | … |
Data as of 06/05/2026, Common starting date is 12/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACOAX (STRATEGIC ALLOCATION: MODERATE FUND A CLASS) | 12/18/1996 | 06/05/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.68 | 13.19 | 11.87 | 2.60 | 6.23 | 6.25 | 5.83 | … | … | 4.15 | 13.49 | 10.12 | 12.88 | -18.29 | 2.62 | 11.15 | 20.44 | -5.91 | 14.89 | 6.07 | -2.14 | 6.43 | 15.19 | 12.58 | 0.46 | 12.45 | 20.63 | -26.13 | 10.91 | 11.96 | 6.36 | 9.17 | 21.54 | -9.73 | -4.99 | -0.13 | 22.03 | 12.56 | 11.01 | 1.17 |
| Sharpe Ratio | NA | 1.59 | 1.02 | 0.05 | 0.41 | NA | NA | … | … | 1.22 | 0.98 | 0.81 | 1.06 | -1.23 | 0.20 | 0.50 | 2.53 | -0.73 | 3.37 | 0.61 | -0.23 | 0.87 | 2.05 | 1.50 | 0.03 | 1.02 | 1.28 | -1.10 | 0.75 | 1.17 | 0.67 | 1.17 | 2.34 | -0.93 | -0.73 | -0.33 | 2.08 | 0.90 | 0.81 | 11.31 |
| Standard Deviation(%) | NA | 8.40 | 9.44 | 11.64 | 11.89 | NA | NA | … | … | 10.32 | 10.83 | 8.05 | 8.75 | 16.11 | 12.65 | 21.73 | 7.49 | 10.05 | 4.24 | 9.53 | 9.61 | 7.41 | 7.40 | 8.45 | 15.89 | 12.15 | 16.09 | 24.60 | 10.42 | 7.31 | 6.14 | 6.98 | 8.90 | 11.71 | 10.36 | 13.24 | 8.99 | 10.06 | 8.99 | 3.56 |
| Draw Down(%) | NA | 6.70 | 11.18 | 28.74 | 28.74 | NA | NA | … | … | 6.70 | 11.18 | 4.12 | 8.74 | 21.14 | 9.64 | 25.60 | 4.00 | 14.12 | 1.25 | 7.87 | 9.37 | 5.86 | 5.87 | 6.99 | 13.78 | 9.37 | 16.07 | 34.99 | 6.60 | 8.21 | 4.92 | 6.31 | 7.61 | 17.49 | 15.51 | 10.63 | 5.43 | 14.50 | 7.35 | 0.19 |
| Yield(%) | 0.00 | 6.79 | 5.29 | 2.94 | 5.37 | 5.78 | 5.47 | … | … | 0.00 | 7.10 | 5.85 | 2.05 | 0.98 | 1.23 | 0.78 | 14.81 | 9.96 | 11.15 | 1.99 | 7.01 | 9.06 | 9.96 | 5.36 | 2.28 | 1.28 | 1.60 | 2.11 | 12.88 | 7.71 | 6.63 | 2.49 | 0.53 | 1.49 | 1.33 | 12.97 | 4.62 | 5.48 | 2.35 | 0.60 |
Data as of 06/05/2026, Common starting date is 12/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACOAX (STRATEGIC ALLOCATION: MODERATE FUND A CLASS) |
-7.51%
Mar 2000 – Mar 2003 |
-1.56%
Feb 2004 – Feb 2009 |
2.20%
Feb 1999 – Feb 2009 |
3.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACOAX (STRATEGIC ALLOCATION: MODERATE FUND A CLASS) |
17.94%
Mar 1997 – Mar 2000 |
14.88%
Feb 2009 – Feb 2014 |
9.81%
Feb 2009 – Feb 2019 |
7.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart