Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACPQX (CORE EQUITY PLUS FUND A CLASS) | NA | 22.54% | 9.72% | 6.93% | 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 |
|---|---|---|
| ACPQX (CORE EQUITY PLUS FUND A 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 (%) | 0.81 | 22.54 | 9.72 | 6.93 | NA | NA | NA | … | … | 21.77 | -7.34 | 19.15 | 9.28 | -4.33 | 13.32 | 35.11 | 16.15 | -1.78 |
| Sharpe Ratio | NA | 1.47 | 0.63 | 0.45 | NA | NA | NA | … | … | 1.62 | -0.48 | 2.42 | 0.69 | -0.28 | 1.12 | 3.16 | 1.25 | -0.45 |
| Standard Deviation(%) | NA | 14.34 | 13.58 | 13.88 | NA | NA | NA | … | … | 13.00 | 18.12 | 7.67 | 13.09 | 15.45 | 11.90 | 11.09 | 13.03 | 24.49 |
| Draw Down(%) | NA | 7.92 | 20.74 | 20.74 | NA | NA | NA | … | … | 7.92 | 20.74 | 3.41 | 10.10 | 12.49 | 8.73 | 5.00 | 11.12 | 9.71 |
| Yield(%) | 0.00 | 4.00 | 6.23 | 5.40 | 6.95 | 4.64 | 3.48 | … | … | 3.97 | 9.67 | 3.93 | 0.68 | 8.31 | 13.84 | 9.01 | 2.49 | 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 |
|---|---|---|---|---|
| ACPQX (CORE EQUITY PLUS FUND A CLASS) |
5.62%
Oct 2013 – Oct 2016 |
5.52%
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 |
|---|---|---|---|---|
| ACPQX (CORE EQUITY PLUS FUND A CLASS) |
21.15%
Dec 2011 – Dec 2014 |
14.12%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart