Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXMNX (Acclivity Mid Cap Multi-Style Fund Class N) | NA | 9.81% | 14.55% | 10.56% | NA | NA | NA | … | … |
Data as of 12/31/2025, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXMNX (Acclivity Mid Cap Multi-Style Fund Class N) | 01/02/2020 | 12/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.81 | 14.55 | 10.56 | NA | NA | NA | … | … | 9.81 | 16.77 | 16.41 | -9.96 | 22.93 | 10.40 |
| Sharpe Ratio | NA | 0.36 | 0.66 | 0.44 | NA | NA | NA | … | … | 0.36 | 0.95 | 0.79 | -0.45 | 1.34 | 0.26 |
| Standard Deviation(%) | NA | 19.15 | 16.53 | 18.69 | NA | NA | NA | … | … | 19.15 | 13.87 | 16.24 | 25.19 | 17.10 | 38.44 |
| Draw Down(%) | NA | 20.49 | 22.29 | 22.29 | NA | NA | NA | … | … | 20.49 | 7.53 | 13.08 | 19.48 | 7.74 | 42.18 |
| Yield(%) | 0.00 | 24.50 | 12.77 | 9.06 | 5.00 | 3.33 | 2.50 | … | … | 24.51 | 4.80 | 0.71 | 2.77 | 1.67 | 0.00 |
Data as of 12/31/2025, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXMNX (Acclivity Mid Cap Multi-Style Fund Class N) |
4.95%
Apr 2021 – Apr 2024 |
11.21%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXMNX (Acclivity Mid Cap Multi-Style Fund Class N) |
21.91%
Mar 2020 – Mar 2023 |
17.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart