Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACPHX (CORE EQUITY PLUS FUND C CLASS) | NA | 21.59% | 8.91% | 6.13% | NA | NA | NA | 11.02% |
Data as of 12/19/2019, AR inception is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACPHX (CORE EQUITY PLUS FUND C CLASS) | 11/03/2011 | 12/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 21.59 | 8.91 | 6.13 | NA | NA | NA | 11.02 | 21.00 | -8.05 | 18.24 | 8.48 | -5.10 | 12.48 | 34.05 | 15.35 | -1.98 |
| Sharpe Ratio | NA | 1.41 | 0.57 | 0.39 | NA | NA | NA | 0.77 | 1.56 | -0.52 | 2.32 | 0.63 | -0.33 | 1.05 | 3.06 | 1.19 | -0.49 |
| Standard Deviation(%) | NA | 14.30 | 13.58 | 13.88 | NA | NA | NA | 13.53 | 12.98 | 18.16 | 7.63 | 13.12 | 15.41 | 11.91 | 11.12 | 12.98 | 24.61 |
| Draw Down(%) | NA | 7.96 | 21.29 | 21.29 | NA | NA | NA | 21.29 | 7.96 | 21.29 | 3.42 | 10.11 | 12.83 | 8.81 | 5.08 | 11.24 | 9.71 |
| Yield(%) | 0.00 | 4.00 | 6.20 | 5.21 | 6.61 | 4.40 | 3.30 | 8.26 | 3.97 | 9.76 | 3.87 | 0.34 | 8.17 | 13.44 | 8.39 | 1.78 | 0.00 |
Data as of 12/19/2019, AR inception is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACPHX (CORE EQUITY PLUS FUND C CLASS) |
4.81%
Oct 2013 - Oct 2016 |
4.71%
Dec 2013 - Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACPHX (CORE EQUITY PLUS FUND C CLASS) |
20.26%
Dec 2011 - Dec 2014 |
13.25%
Jan 2013 - Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart