Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACUSX (Advisors Capital US Dividend Fund) | 9.30% | 21.17% | 16.64% | 7.45% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACUSX (Advisors Capital US Dividend Fund) | 03/22/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 21.17 | 16.64 | 7.45 | NA | NA | NA | … | … | 9.30 | 14.08 | 15.45 | 17.27 | -21.05 | 15.44 |
| Sharpe Ratio | NA | 1.95 | 1.08 | 0.32 | NA | NA | NA | … | … | 1.98 | 0.73 | 0.83 | 1.02 | -0.92 | 1.62 |
| Standard Deviation(%) | NA | 10.26 | 12.69 | 15.91 | NA | NA | NA | … | … | 11.39 | 15.68 | 10.71 | 12.83 | 24.46 | 12.37 |
| Draw Down(%) | NA | 6.82 | 15.38 | 27.37 | NA | NA | NA | … | … | 6.82 | 15.38 | 5.71 | 11.91 | 27.18 | 6.03 |
| Yield(%) | 0.00 | 0.00 | 0.09 | 0.05 | 0.02 | 0.02 | 0.01 | … | … | 0.00 | 0.00 | 0.05 | 0.22 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACUSX (Advisors Capital US Dividend Fund) |
0.62%
Apr 2021 – Apr 2024 |
6.81%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACUSX (Advisors Capital US Dividend Fund) |
18.18%
Sep 2022 – Sep 2025 |
7.57%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart