Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADCYX (DISCIPLINED GROWTH FUND Y CLASS) | 3.15% | 20.30% | 22.91% | 13.08% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADCYX (DISCIPLINED GROWTH FUND Y CLASS) | 04/11/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.95 | 20.30 | 22.91 | 13.08 | NA | NA | NA | … | … | 3.15 | 5.40 | 31.56 | 43.44 | -31.30 | 24.80 | 33.58 | 30.22 | -5.30 | 16.13 |
| Sharpe Ratio | NA | 1.56 | 1.14 | 0.54 | NA | NA | NA | … | … | 0.96 | 0.10 | 1.57 | 2.54 | -1.11 | 1.39 | 0.94 | 1.96 | -0.33 | 2.59 |
| Standard Deviation(%) | NA | 15.48 | 19.31 | 21.37 | NA | NA | NA | … | … | 17.29 | 26.89 | 17.75 | 15.84 | 29.63 | 17.88 | 35.17 | 14.69 | 20.10 | 8.58 |
| Draw Down(%) | NA | 16.67 | 24.02 | 34.35 | NA | NA | NA | … | … | 14.23 | 23.80 | 12.74 | 8.85 | 33.25 | 10.37 | 30.30 | 8.47 | 22.78 | 2.34 |
| Yield(%) | 0.00 | 13.52 | 20.40 | 14.05 | 14.16 | 9.44 | 7.08 | … | … | 0.00 | 13.65 | 40.50 | 0.09 | 0.14 | 22.07 | 20.98 | 10.92 | 15.09 | 9.97 |
Data as of 06/05/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADCYX (DISCIPLINED GROWTH FUND Y CLASS) |
4.63%
Dec 2019 – Dec 2022 |
7.15%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADCYX (DISCIPLINED GROWTH FUND Y CLASS) |
30.41%
Dec 2022 – Dec 2025 |
17.37%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart