Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACPWX (CORE EQUITY PLUS FUND R CLASS) | NA | 22.25% | 9.44% | 6.66% | 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 |
|---|---|---|
| ACPWX (CORE EQUITY PLUS FUND R 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 | 22.25 | 9.44 | 6.66 | NA | NA | NA | … | … | 21.48 | -7.56 | 18.84 | 9.02 | -4.66 | 13.07 | 34.81 | 15.88 | -1.88 |
| Sharpe Ratio | NA | 1.46 | 0.61 | 0.43 | NA | NA | NA | … | … | 1.60 | -0.49 | 2.40 | 0.68 | -0.30 | 1.10 | 3.13 | 1.23 | -0.47 |
| Standard Deviation(%) | NA | 14.29 | 13.57 | 13.85 | NA | NA | NA | … | … | 12.97 | 18.13 | 7.63 | 12.98 | 15.46 | 11.92 | 11.10 | 12.98 | 24.47 |
| Draw Down(%) | NA | 7.98 | 20.90 | 20.90 | NA | NA | NA | … | … | 7.98 | 20.90 | 3.36 | 10.05 | 12.60 | 8.74 | 5.04 | 11.13 | 9.71 |
| Yield(%) | 0.00 | 3.90 | 6.12 | 5.27 | 6.77 | 4.51 | 3.39 | … | … | 3.87 | 9.59 | 3.80 | 0.56 | 8.21 | 13.59 | 8.72 | 2.21 | 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 |
|---|---|---|---|---|
| ACPWX (CORE EQUITY PLUS FUND R CLASS) |
5.34%
Oct 2013 – Oct 2016 |
5.24%
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 |
|---|---|---|---|---|
| ACPWX (CORE EQUITY PLUS FUND R CLASS) |
20.88%
Dec 2011 – Dec 2014 |
13.82%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart