Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACTCX (LONG-TERM TAX-FREE FUND C CLASS) | NA | -19.41% | -4.35% | -2.08% | 0.70% | NA | NA | … | … |
Data as of 08/19/2016, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACTCX (LONG-TERM TAX-FREE FUND C CLASS) | 04/11/2006 | 08/19/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.88 | -19.41 | -4.35 | -2.08 | 0.70 | NA | NA | … | … | -21.09 | 1.88 | 7.75 | -5.05 | 6.28 | 9.83 | 1.01 | 11.67 | -2.64 | 0.12 | 2.35 |
| Sharpe Ratio | NA | -0.57 | -0.18 | -0.09 | 0.01 | NA | NA | … | … | -0.98 | 0.93 | 4.28 | -1.52 | 2.81 | 3.51 | 0.29 | 3.17 | -0.49 | -1.08 | -0.06 |
| Standard Deviation(%) | NA | 34.58 | 24.55 | 24.79 | 25.57 | NA | NA | … | … | 31.94 | 2.00 | 1.81 | 3.35 | 2.24 | 2.79 | 3.16 | 3.65 | 7.33 | 2.70 | 2.28 |
| Draw Down(%) | NA | 24.31 | 24.31 | 24.31 | 24.31 | NA | NA | … | … | 24.31 | 2.78 | 1.37 | 8.27 | 2.07 | 2.91 | 6.17 | 3.42 | 12.09 | 4.53 | 1.58 |
| Yield(%) | 0.00 | 2.48 | 2.47 | 2.32 | 2.59 | 1.74 | 1.31 | … | … | 1.48 | 2.36 | 2.44 | 1.91 | 2.02 | 2.91 | 2.72 | 3.17 | 2.79 | 3.05 | 0.76 |
Data as of 08/19/2016, Common starting date is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACTCX (LONG-TERM TAX-FREE FUND C CLASS) |
0.55%
Nov 2012 – Nov 2015 |
2.55%
Aug 2010 – Aug 2015 |
3.46%
May 2006 – May 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACTCX (LONG-TERM TAX-FREE FUND C CLASS) |
7.40%
Dec 2008 – Dec 2011 |
5.93%
Feb 2008 – Feb 2013 |
3.71%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart