Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACSUX (SHORT DURATION FUND R5 CLASS) | 0.58% | 3.97% | 4.91% | 2.36% | 2.50% | 2.12% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACSUX (SHORT DURATION FUND R5 CLASS) | 12/04/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.97 | 4.91 | 2.36 | 2.50 | 2.12 | NA | … | … | 0.58 | 5.95 | 4.78 | 5.04 | -4.06 | 0.96 | 4.13 | 4.16 | 1.52 | 1.57 | 2.12 | 1.05 | 0.74 | 0.43 | 2.36 | 2.19 | 3.39 | 5.27 | 5.68 | 6.59 | -0.50 |
| Sharpe Ratio | NA | 0.98 | 0.80 | -0.08 | 0.45 | NA | NA | … | … | -0.55 | 1.51 | 0.51 | 0.46 | -2.72 | 0.85 | 1.49 | 1.79 | 0.12 | 0.90 | 1.85 | 0.91 | 0.72 | 0.46 | 2.75 | 1.07 | 2.16 | 2.73 | 1.39 | 1.60 | -6.80 |
| Standard Deviation(%) | NA | 1.88 | 2.28 | 2.24 | 1.94 | NA | NA | … | … | 1.97 | 2.04 | 2.29 | 3.02 | 2.02 | 1.10 | 2.59 | 1.50 | 1.14 | 1.01 | 1.03 | 1.12 | 1.01 | 0.87 | 0.84 | 2.01 | 1.53 | 1.89 | 3.37 | 2.16 | 1.52 |
| Draw Down(%) | NA | 1.31 | 1.31 | 6.14 | 6.14 | NA | NA | … | … | 1.31 | 1.02 | 0.91 | 1.90 | 5.43 | 1.02 | 5.32 | 0.68 | 0.40 | 0.39 | 0.58 | 0.63 | 0.69 | 1.11 | 0.29 | 1.14 | 0.86 | 0.87 | 1.22 | 0.59 | 0.60 |
| Yield(%) | 0.00 | 4.21 | 4.57 | 3.42 | 2.82 | 2.47 | 2.76 | … | … | 1.49 | 4.78 | 4.76 | 4.18 | 2.22 | 1.27 | 1.73 | 2.82 | 2.68 | 2.05 | 1.81 | 1.92 | 1.98 | 1.47 | 1.58 | 2.84 | 2.21 | 3.25 | 4.74 | 4.71 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSUX (SHORT DURATION FUND R5 CLASS) |
-0.08%
Sep 2020 – Sep 2023 |
1.07%
Oct 2017 – Oct 2022 |
1.16%
Oct 2012 – Oct 2022 |
1.91%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSUX (SHORT DURATION FUND R5 CLASS) |
6.07%
Jan 2007 – Jan 2010 |
4.67%
Jan 2007 – Jan 2012 |
2.96%
Jan 2007 – Jan 2017 |
2.73%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison Chart