Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACPKX (CORE EQUITY PLUS FUND INSTITUTIONAL CLASS) | NA | 23.33% | 10.28% | 7.45% | NA | NA | NA | … | … |
Data as of 12/19/2019, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACPKX (CORE EQUITY PLUS FUND INSTITUTIONAL CLASS) | 11/03/2011 | 12/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 23.33 | 10.28 | 7.45 | NA | NA | NA | … | … | 22.40 | -6.75 | 19.62 | 9.84 | -3.99 | 13.88 | 35.69 | 16.66 | -1.78 |
| Sharpe Ratio | NA | 1.53 | 0.68 | 0.49 | NA | NA | NA | … | … | 1.67 | -0.45 | 2.49 | 0.74 | -0.26 | 1.16 | 3.21 | 1.28 | -0.45 |
| Standard Deviation(%) | NA | 14.31 | 13.57 | 13.87 | NA | NA | NA | … | … | 12.99 | 18.11 | 7.66 | 13.04 | 15.49 | 11.93 | 11.12 | 13.03 | 24.54 |
| Draw Down(%) | NA | 7.89 | 20.41 | 20.41 | NA | NA | NA | … | … | 7.89 | 20.41 | 3.40 | 10.02 | 12.31 | 8.72 | 4.96 | 11.10 | 9.61 |
| Yield(%) | 0.00 | 4.59 | 6.74 | 5.86 | 7.42 | 4.95 | 3.71 | … | … | 4.20 | 10.18 | 4.69 | 0.89 | 8.73 | 14.32 | 9.54 | 2.99 | 0.00 |
Data as of 12/19/2019, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACPKX (CORE EQUITY PLUS FUND INSTITUTIONAL CLASS) |
6.09%
Oct 2013 – Oct 2016 |
6.02%
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 |
|---|---|---|---|---|
| ACPKX (CORE EQUITY PLUS FUND INSTITUTIONAL CLASS) |
21.70%
Dec 2011 – Dec 2014 |
14.63%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart