Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACPVX (CORE EQUITY PLUS FUND INVESTOR CLASS) | NA | 23.00% | 10.03% | 7.21% | 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 |
|---|---|---|
| ACPVX (CORE EQUITY PLUS FUND INVESTOR 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 | 23.00 | 10.03 | 7.21 | NA | NA | NA | … | … | 22.12 | -7.00 | 19.32 | 9.65 | -4.12 | 13.59 | 35.44 | 16.44 | -1.78 |
| Sharpe Ratio | NA | 1.50 | 0.66 | 0.47 | NA | NA | NA | … | … | 1.64 | -0.46 | 2.46 | 0.72 | -0.27 | 1.14 | 3.20 | 1.27 | -0.45 |
| Standard Deviation(%) | NA | 14.35 | 13.59 | 13.87 | NA | NA | NA | … | … | 13.02 | 18.15 | 7.64 | 13.03 | 15.41 | 11.89 | 11.07 | 13.03 | 24.41 |
| Draw Down(%) | NA | 7.89 | 20.56 | 20.56 | NA | NA | NA | … | … | 7.89 | 20.56 | 3.33 | 10.01 | 12.32 | 8.73 | 4.96 | 11.11 | 9.61 |
| Yield(%) | 0.00 | 4.29 | 6.50 | 5.63 | 7.20 | 4.80 | 3.60 | … | … | 4.09 | 9.92 | 4.35 | 0.79 | 8.46 | 14.11 | 9.31 | 2.77 | 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 |
|---|---|---|---|---|
| ACPVX (CORE EQUITY PLUS FUND INVESTOR CLASS) |
5.91%
Oct 2013 – Oct 2016 |
5.79%
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 |
|---|---|---|---|---|
| ACPVX (CORE EQUITY PLUS FUND INVESTOR CLASS) |
21.45%
Dec 2011 – Dec 2014 |
14.40%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart