Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACVAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND A CLASS) | 7.40% | 18.38% | 14.96% | 4.30% | 7.90% | 7.53% | 6.79% | … | … |
Data as of 06/03/2026, Common starting date is 12/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACVAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND A CLASS) | 12/18/1996 | 06/03/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.38 | 14.96 | 4.30 | 7.90 | 7.53 | 6.79 | … | … | 7.40 | 15.46 | 12.80 | 15.10 | -18.75 | 3.08 | 11.60 | 23.97 | -7.04 | 18.91 | 6.38 | -1.71 | 6.76 | 19.57 | 14.73 | -2.16 | 15.07 | 25.49 | -33.82 | 14.61 | 13.72 | 7.58 | 11.20 | 27.53 | -14.25 | -9.48 | -2.63 | 33.38 | 13.52 | 12.03 | 1.24 |
| Sharpe Ratio | NA | 1.65 | 1.07 | 0.13 | 0.44 | NA | NA | … | … | 1.40 | 0.95 | 0.95 | 1.11 | -1.06 | 0.20 | 0.42 | 2.39 | -0.67 | 3.42 | 0.53 | -0.15 | 0.73 | 2.16 | 1.37 | -0.11 | 0.97 | 1.27 | -1.18 | 0.87 | 1.07 | 0.70 | 1.17 | 2.41 | -1.05 | -0.93 | -0.38 | 2.53 | 0.76 | 0.74 | 3.90 |
| Standard Deviation(%) | NA | 10.27 | 11.43 | 14.01 | 14.55 | NA | NA | … | … | 12.52 | 13.32 | 9.68 | 10.39 | 19.14 | 15.33 | 26.98 | 9.40 | 12.62 | 5.35 | 11.74 | 11.98 | 9.28 | 9.03 | 10.83 | 19.96 | 15.37 | 20.06 | 29.50 | 13.31 | 9.66 | 7.61 | 8.73 | 11.12 | 14.71 | 13.04 | 18.27 | 11.86 | 13.30 | 11.21 | 11.16 |
| Draw Down(%) | NA | 8.26 | 13.86 | 31.56 | 31.56 | NA | NA | … | … | 8.26 | 13.86 | 5.40 | 9.89 | 22.70 | 11.57 | 30.14 | 5.06 | 17.18 | 1.51 | 10.08 | 11.53 | 7.44 | 6.79 | 9.18 | 18.17 | 12.01 | 18.98 | 43.26 | 8.90 | 11.24 | 6.34 | 7.89 | 9.67 | 22.36 | 20.79 | 16.35 | 6.84 | 20.45 | 9.69 | 1.11 |
| Yield(%) | 0.00 | 6.83 | 5.89 | 3.27 | 5.94 | 6.39 | 5.96 | … | … | 0.00 | 7.17 | 6.99 | 2.37 | 1.15 | 1.41 | 0.52 | 16.16 | 10.99 | 10.13 | 2.81 | 7.65 | 10.82 | 12.85 | 5.26 | 0.86 | 0.78 | 0.58 | 1.41 | 15.15 | 7.93 | 5.42 | 0.72 | 0.77 | 0.88 | 1.14 | 10.99 | 5.70 | 3.76 | 1.37 | 0.68 |
Data as of 06/03/2026, Common starting date is 12/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACVAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND A CLASS) |
-12.12%
Mar 2000 – Mar 2003 |
-2.62%
Feb 2004 – Feb 2009 |
1.34%
Aug 2000 – Aug 2010 |
3.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACVAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND A CLASS) |
23.47%
Mar 1997 – Mar 2000 |
17.54%
Feb 2009 – Feb 2014 |
11.58%
Feb 2009 – Feb 2019 |
9.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart