Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADCEX (CORE EQUITY FUND CORE EQUITY FUND – RETAIL CLASS) | NA | 6.36% | 5.41% | 10.79% | NA | NA | NA | … | … |
Data as of 12/23/2016, Common starting date is 01/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADCEX (CORE EQUITY FUND CORE EQUITY FUND – RETAIL CLASS) | 01/02/2008 | 12/23/2016 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 6.36 | 5.41 | 10.79 | NA | NA | NA | … | … | -83.27 | -4.10 | -12.82 | 20.39 | 12.53 | -2.96 | 13.57 | 32.41 | -34.90 |
| Sharpe Ratio | NA | -0.77 | -0.81 | -0.71 | NA | NA | NA | … | … | -0.77 | -1.50 | -1.12 | 0.15 | -0.45 | -0.92 | -0.30 | 0.55 | -1.41 |
| Standard Deviation(%) | NA | 152.43 | 90.13 | 70.37 | NA | NA | NA | … | … | 153.95 | 15.05 | 28.06 | 12.80 | 13.59 | 23.46 | 16.63 | 25.17 | 38.53 |
| Draw Down(%) | NA | 84.48 | 87.70 | 87.70 | NA | NA | NA | … | … | 84.48 | 13.75 | 23.36 | 7.14 | 12.43 | 21.23 | 14.04 | 24.23 | 48.52 |
| Yield(%) | 31.98 | 89.91 | 33.91 | 29.00 | 13.98 | 9.32 | 6.99 | … | … | 92.00 | 1.31 | 23.56 | 9.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/23/2016, Common starting date is 01/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADCEX (CORE EQUITY FUND CORE EQUITY FUND – RETAIL CLASS) |
-0.76%
Aug 2008 – Aug 2011 |
2.64%
Feb 2008 – Feb 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADCEX (CORE EQUITY FUND CORE EQUITY FUND – RETAIL CLASS) |
22.88%
Feb 2009 – Feb 2012 |
19.75%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart