Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADCCX (DISCIPLINED GROWTH FUND C CLASS) | 6.09% | 22.57% | 22.72% | 12.76% | 14.83% | 13.25% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADCCX (DISCIPLINED GROWTH FUND C CLASS) | 10/03/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 22.57 | 22.72 | 12.76 | 14.83 | 13.25 | NA | … | … | 6.09 | -1.58 | -17.22 | 41.65 | -32.14 | -3.05 | 8.01 | 28.59 | -6.47 | 24.83 | 7.35 | -2.52 | 11.93 | 33.48 | 14.61 | 1.47 | 20.96 | 33.75 | -41.80 | -1.99 |
| Sharpe Ratio | NA | 1.46 | 1.06 | 0.48 | 0.63 | NA | NA | … | … | 0.87 | -0.15 | -0.49 | 2.38 | -1.14 | -0.11 | 0.19 | 1.85 | -0.39 | 3.00 | 0.53 | -0.16 | 0.95 | 2.97 | 1.06 | 0.06 | 1.15 | 1.39 | -1.10 | -0.48 |
| Standard Deviation(%) | NA | 15.47 | 19.30 | 21.36 | 21.10 | NA | NA | … | … | 17.37 | 29.90 | 48.93 | 15.86 | 29.61 | 27.63 | 40.16 | 14.70 | 20.10 | 8.10 | 13.38 | 15.67 | 12.60 | 11.27 | 13.87 | 24.33 | 18.22 | 24.13 | 38.75 | 21.46 |
| Draw Down(%) | NA | 17.12 | 24.39 | 35.04 | 35.04 | NA | NA | … | … | 14.51 | 23.95 | 39.11 | 9.16 | 33.91 | 24.89 | 30.36 | 8.57 | 23.13 | 2.43 | 11.09 | 12.49 | 8.20 | 6.01 | 11.53 | 19.85 | 14.86 | 20.98 | 50.65 | 9.65 |
| Yield(%) | 0.00 | 18.95 | 25.05 | 16.46 | 17.03 | 17.54 | 12.52 | … | … | 0.00 | 19.07 | 50.11 | 0.00 | 0.00 | 25.42 | 23.30 | 11.51 | 15.56 | 10.74 | 0.23 | 1.41 | 4.68 | 6.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.67 |
Data as of 06/03/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADCCX (DISCIPLINED GROWTH FUND C CLASS) |
-3.31%
Nov 2007 – Nov 2010 |
1.83%
Dec 2007 – Dec 2012 |
7.89%
Dec 2007 – Dec 2017 |
7.21%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADCCX (DISCIPLINED GROWTH FUND C CLASS) |
28.76%
Dec 2022 – Dec 2025 |
23.60%
Feb 2009 – Feb 2014 |
15.99%
Aug 2010 – Aug 2020 |
15.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart