Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEYCX (EQUITY GROWTH FUND C CLASS) | 8.92% | 28.06% | 21.31% | 3.23% | 7.47% | 8.33% | 6.41% | … | … |
Data as of 06/03/2026, Common starting date is 04/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEYCX (EQUITY GROWTH FUND C CLASS) | 04/09/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 28.06 | 21.31 | 3.23 | 7.47 | 8.33 | 6.41 | … | … | 8.92 | 17.18 | 23.47 | 23.16 | -29.41 | -2.62 | 1.34 | 27.14 | -7.21 | 20.64 | 8.81 | -5.07 | 11.97 | 31.64 | 15.14 | 3.04 | 13.72 | 18.91 | -35.38 | 2.35 | 13.02 | 6.23 | 12.80 | 30.23 |
| Sharpe Ratio | NA | 2.15 | 1.23 | 0.03 | 0.29 | NA | NA | … | … | 1.51 | 0.75 | 1.50 | 1.53 | -1.26 | -0.10 | 0.03 | 1.99 | -0.48 | 2.74 | 0.64 | -0.33 | 1.03 | 2.84 | 1.16 | 0.13 | 0.73 | 0.71 | -0.91 | -0.05 | 0.87 | 0.35 | 1.04 | 3.12 |
| Standard Deviation(%) | NA | 12.54 | 15.25 | 20.20 | 19.90 | NA | NA | … | … | 14.19 | 19.13 | 13.26 | 12.88 | 24.48 | 27.31 | 34.62 | 12.89 | 18.02 | 7.34 | 13.47 | 15.48 | 11.57 | 11.14 | 13.10 | 23.51 | 18.67 | 26.57 | 39.68 | 16.68 | 11.07 | 11.26 | 11.36 | 13.75 |
| Draw Down(%) | NA | 10.21 | 20.79 | 46.09 | 46.09 | NA | NA | … | … | 10.21 | 20.48 | 9.80 | 9.21 | 30.53 | 24.86 | 32.03 | 7.51 | 21.13 | 2.37 | 11.50 | 13.52 | 8.43 | 5.34 | 10.93 | 19.12 | 16.24 | 28.04 | 45.98 | 11.75 | 8.77 | 7.32 | 7.35 | 5.77 |
| Yield(%) | 0.00 | 12.01 | 5.58 | 2.29 | 4.93 | 6.42 | 5.07 | … | … | 0.00 | 11.97 | 0.00 | 0.55 | 0.26 | 0.00 | 0.12 | 11.13 | 9.99 | 10.19 | 0.90 | 6.43 | 12.16 | 5.74 | 0.93 | 0.43 | 0.15 | 0.51 | 0.32 | 8.12 | 3.35 | 0.57 | 0.12 | 0.06 |
Data as of 06/03/2026, Common starting date is 04/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEYCX (EQUITY GROWTH FUND C CLASS) |
-15.98%
Feb 2006 – Feb 2009 |
-6.84%
Feb 2004 – Feb 2009 |
2.73%
Oct 2013 – Oct 2023 |
2.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEYCX (EQUITY GROWTH FUND C CLASS) |
23.58%
Feb 2009 – Feb 2012 |
21.25%
Feb 2009 – Feb 2014 |
14.24%
Feb 2009 – Feb 2019 |
9.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart