Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASCDX (SHORT DURATION STRATEGIC INCOME FUND C CLASS) | 0.36% | 3.64% | 4.51% | 1.45% | 2.06% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASCDX (SHORT DURATION STRATEGIC INCOME FUND C CLASS) | 07/30/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.64 | 4.51 | 1.45 | 2.06 | NA | NA | … | … | 0.36 | 5.23 | 4.53 | 4.67 | -6.73 | 0.92 | 4.42 | 4.17 | -0.73 | 1.78 | 4.39 | -1.78 | -1.53 |
| Sharpe Ratio | NA | 0.79 | 0.69 | -0.46 | 0.21 | NA | NA | … | … | -0.73 | 1.13 | 0.41 | 0.36 | -3.53 | 0.86 | 1.21 | 2.24 | -1.88 | 1.13 | 2.41 | -1.02 | -1.47 |
| Standard Deviation(%) | NA | 1.82 | 2.19 | 2.22 | 2.05 | NA | NA | … | … | 1.85 | 2.08 | 2.19 | 2.80 | 2.32 | 1.05 | 3.43 | 1.20 | 1.12 | 1.00 | 1.73 | 1.78 | 2.43 |
| Draw Down(%) | NA | 1.43 | 1.43 | 8.83 | 8.83 | NA | NA | … | … | 1.43 | 1.22 | 1.10 | 1.60 | 8.30 | 1.06 | 7.86 | 0.62 | 1.24 | 0.56 | 2.23 | 4.12 | 3.05 |
| Yield(%) | 0.00 | 3.49 | 3.89 | 3.06 | 2.46 | 1.82 | 1.36 | … | … | 1.23 | 3.90 | 4.09 | 3.76 | 1.95 | 2.35 | 1.66 | 1.90 | 1.78 | 1.36 | 1.77 | 2.38 | 1.08 |
Data as of 06/03/2026, Common starting date is 07/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASCDX (SHORT DURATION STRATEGIC INCOME FUND C CLASS) |
-0.93%
Oct 2019 – Oct 2022 |
0.03%
Oct 2017 – Oct 2022 |
1.28%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASCDX (SHORT DURATION STRATEGIC INCOME FUND C CLASS) |
4.99%
Oct 2022 – Oct 2025 |
3.09%
Jan 2016 – Jan 2021 |
2.38%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart