Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACWEX (WORLD ENERGY FUND CLASS C) | 31.28% | 45.90% | 25.60% | 19.15% | 11.30% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACWEX (WORLD ENERGY FUND CLASS C) | 02/06/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.03 | 45.90 | 25.60 | 19.15 | 11.30 | NA | NA | … | … | 31.28 | 20.48 | 12.38 | 3.83 | 31.41 | 35.74 | -0.80 | 6.75 | -25.05 | -2.56 | 22.65 | -17.45 | -5.01 |
| Sharpe Ratio | NA | 2.40 | 1.02 | 0.66 | 0.36 | NA | NA | … | … | 4.18 | 0.71 | 0.48 | 0.01 | 0.84 | 1.27 | -0.02 | 0.34 | -1.21 | -0.20 | 1.02 | -0.90 | -0.41 |
| Standard Deviation(%) | NA | 17.76 | 20.96 | 25.91 | 25.97 | NA | NA | … | … | 18.79 | 24.84 | 18.35 | 22.24 | 35.73 | 28.16 | 42.82 | 15.72 | 21.94 | 15.96 | 21.92 | 19.37 | 13.70 |
| Draw Down(%) | NA | 6.46 | 23.17 | 25.73 | 58.19 | NA | NA | … | … | 6.08 | 23.17 | 13.36 | 15.83 | 25.73 | 17.75 | 44.04 | 20.97 | 34.32 | 20.48 | 13.32 | 24.70 | 21.90 |
| Yield(%) | 0.00 | 0.03 | 0.72 | 1.06 | 0.90 | 0.58 | 0.43 | … | … | 0.00 | 0.03 | 1.45 | 0.93 | 1.63 | 0.97 | 1.03 | 1.23 | 0.27 | 0.05 | 0.44 | 0.08 | 1.00 |
Data as of 06/03/2026, Common starting date is 02/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACWEX (WORLD ENERGY FUND CLASS C) |
-19.45%
Mar 2017 – Mar 2020 |
-12.75%
Mar 2015 – Mar 2020 |
2.43%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACWEX (WORLD ENERGY FUND CLASS C) |
38.45%
Mar 2020 – Mar 2023 |
27.90%
Oct 2020 – Oct 2025 |
12.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart