Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALPCX (LARGE COMPANY VALUE FUND C CLASS) | 6.93% | 20.04% | 12.59% | 2.27% | 5.83% | 7.40% | 5.29% | … | … |
Data as of 06/04/2026, Common starting date is 12/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALPCX (LARGE COMPANY VALUE FUND C CLASS) | 12/06/2001 | 06/04/2026 |
| 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 20.04 | 12.59 | 2.27 | 5.83 | 7.40 | 5.29 | … | … | 6.93 | 15.12 | 10.01 | 5.00 | -8.67 | -1.80 | 0.94 | 26.38 | -8.68 | 10.02 | 13.63 | -4.75 | 11.74 | 30.14 | 15.26 | 0.28 | 10.03 | 19.51 | -37.99 | 0.55 | 18.78 | 3.12 | 13.38 | 27.03 | -14.37 | 0.38 |
| Sharpe Ratio | NA | 1.58 | 0.82 | -0.02 | 0.25 | NA | NA | … | … | 1.17 | 0.87 | 0.66 | 0.13 | -0.57 | -0.09 | 0.02 | 2.25 | -0.69 | 1.28 | 0.89 | -0.29 | 0.98 | 2.64 | 1.19 | 0.01 | 0.55 | 0.66 | -0.89 | -0.16 | 1.73 | 0.09 | 1.22 | 1.69 | -0.66 | 0.51 |
| Standard Deviation(%) | NA | 10.30 | 11.44 | 14.87 | 16.78 | NA | NA | … | … | 11.05 | 14.16 | 9.71 | 10.37 | 17.70 | 19.89 | 34.09 | 11.07 | 14.73 | 7.37 | 15.08 | 16.45 | 11.96 | 11.38 | 12.93 | 23.31 | 18.08 | 29.32 | 43.77 | 16.68 | 8.90 | 9.54 | 10.14 | 15.56 | 23.65 | 9.58 |
| Draw Down(%) | NA | 7.73 | 11.81 | 28.33 | 35.67 | NA | NA | … | … | 7.73 | 11.81 | 7.10 | 9.80 | 17.39 | 17.10 | 35.67 | 6.81 | 18.99 | 4.00 | 12.12 | 15.18 | 9.96 | 5.33 | 10.28 | 20.04 | 16.21 | 31.15 | 49.93 | 13.83 | 6.96 | 6.20 | 6.05 | 15.11 | 30.80 | 2.81 |
| Yield(%) | 0.00 | 11.49 | 7.98 | 3.99 | 4.17 | 4.71 | 3.60 | … | … | 0.00 | 11.95 | 8.62 | 2.68 | 0.99 | 0.74 | 0.75 | 1.87 | 5.03 | 4.69 | 0.43 | 0.34 | 0.40 | 0.75 | 1.02 | 0.81 | 0.68 | 1.20 | 2.34 | 6.21 | 1.88 | 3.01 | 0.87 | 0.45 | 0.39 | 0.19 |
Data as of 06/04/2026, Common starting date is 12/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPCX (LARGE COMPANY VALUE FUND C CLASS) |
-17.44%
Feb 2006 – Feb 2009 |
-8.15%
Feb 2004 – Feb 2009 |
2.38%
May 2002 – May 2012 |
2.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPCX (LARGE COMPANY VALUE FUND C CLASS) |
22.04%
Feb 2009 – Feb 2012 |
20.37%
Feb 2009 – Feb 2014 |
13.04%
Feb 2009 – Feb 2019 |
9.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart