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ACSKX: SHORT DURATION FUND C CLASS (MUTUAL FUND)
Basic Info 9.77 0.02(0.20%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 12/04/2006 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.43% |
| Expenses | 0.02% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | -0.0 | 2.6 | 3.6 | 1.1 | 1.3 | 0.9 | 1.5 | 4.6 | 3.6 | 3.7 | -5.1 | -0.4 | 2.9 | 3.0 | 0.2 | 0.5 | 0.9 | -0.1 | -0.5 | -0.8 | 1.1 | 0.9 | 2.3 | 4.0 | 4.4 | 5.3 | -0.5 |
| Sharpe Ratio | NA | -1.39 | -0.02 | 0.18 | -0.69 | -0.22 | NA | 0.24 | 0.98 | 0.0 | 0.0 | -3.3 | -0.4 | 1.02 | 1.07 | -1.2 | -0.19 | 0.73 | -0.19 | -0.54 | -1.16 | 1.49 | 0.48 | 1.63 | 2.21 | 1.06 | 1.1 | -6.8 |
| Draw Down(%) | NA | 1.2 | 1.2 | 1.2 | 7.2 | 7.2 | NA | 7.2 | 1.0 | 1.0 | 2.0 | 6.3 | 1.2 | 5.4 | 0.7 | 0.5 | 0.7 | 0.8 | 1.1 | 1.1 | 1.2 | 0.4 | 1.3 | 1.0 | 0.9 | 1.5 | 0.6 | 0.6 |
| Standard Deviation(%) | NA | 1.8 | 1.6 | 2.0 | 2.1 | 1.8 | NA | 1.7 | 1.7 | 2.0 | 2.9 | 2.0 | 1.0 | 2.6 | 1.5 | 1.0 | 0.9 | 1.0 | 1.0 | 0.9 | 0.7 | 0.7 | 1.8 | 1.3 | 1.8 | 3.2 | 2.0 | 1.5 |
| Treynor Ratio | NA | -0.04 | 0.0 | 0.01 | -0.02 | -0.01 | NA | 0.01 | 0.03 | 0.0 | 0.0 | -0.14 | -0.01 | 0.03 | 0.02 | -0.03 | 0.0 | 0.02 | 0.0 | -0.02 | -0.04 | 0.04 | 0.01 | 0.04 | 0.09 | 0.06 | 0.03 | -0.24 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | 0.0 | -0.03 |
| Beta | NA | 0.64 | 0.61 | 0.65 | 0.61 | 0.61 | NA | 0.56 | 0.61 | 0.67 | 0.74 | 0.47 | 0.36 | 0.75 | 0.63 | 0.42 | 0.39 | 0.31 | 0.37 | 0.3 | 0.23 | 0.28 | 0.69 | 0.55 | 0.45 | 0.56 | 0.67 | 0.44 |
| RSquared | NA | 0.73 | 0.74 | 0.8 | 0.76 | 0.69 | NA | 0.58 | 0.79 | 0.81 | 0.83 | 0.74 | 0.26 | 0.7 | 0.57 | 0.36 | 0.34 | 0.27 | 0.4 | 0.21 | 0.2 | 0.23 | 0.36 | 0.64 | 0.51 | 0.48 | 0.69 | 0.36 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 3.5 | 3.0 | 1.1 | 0.4 | 0.5 | 1.6 | 1.5 | 0.9 | 0.6 | 0.7 | 0.8 | 0.3 | 0.4 | 1.6 | 1.0 | 2.1 | 3.5 | 3.5 | 0.0 |
| Dividend Growth(%) | N/A | -69.2 | N/A | N/A | N/A | N/A | N/A | N/A | 1.2 | 19.8 | 161.0 | 158.1 | -17.3 | -68.1 | 6.5 | 67.9 | 42.3 | -14.7 | -8.5 | 203.7 | -28.9 | -78.0 | 61.7 | -49.0 | -41.8 | 3.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2006
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