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ACSNX: SHORT DURATION FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 9.77 0.02(0.20%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 12/04/2006 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.42% |
| Expenses | 0.02% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| 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 | 0.3 | 3.7 | 4.6 | 2.2 | 2.3 | 1.9 | 2.6 | 5.6 | 4.7 | 4.7 | -4.1 | 1.0 | 4.0 | 3.9 | 1.3 | 1.4 | 1.9 | 0.8 | 0.5 | 0.2 | 2.1 | 2.0 | 3.1 | 5.1 | 5.4 | 6.4 | -0.5 |
| Sharpe Ratio | NA | -0.52 | 0.95 | 0.75 | -0.14 | 0.38 | NA | 0.8 | 1.41 | 0.47 | 0.35 | -2.78 | 1.08 | 1.45 | 1.65 | -0.05 | 0.7 | 1.7 | 0.76 | 0.54 | 0.24 | 2.56 | 0.98 | 2.14 | 2.7 | 1.33 | 1.52 | -6.8 |
| Draw Down(%) | NA | 1.2 | 1.2 | 1.2 | 6.0 | 6.0 | NA | 6.0 | 0.9 | 1.0 | 1.9 | 5.6 | 0.7 | 5.3 | 0.7 | 0.4 | 0.4 | 0.6 | 0.7 | 0.7 | 1.1 | 0.4 | 1.0 | 0.9 | 0.9 | 1.3 | 0.6 | 0.6 |
| Standard Deviation(%) | NA | 1.9 | 1.8 | 2.2 | 2.2 | 1.9 | NA | 1.8 | 1.9 | 2.3 | 3.0 | 2.0 | 0.9 | 2.6 | 1.5 | 1.1 | 1.1 | 1.0 | 1.1 | 1.0 | 0.8 | 0.8 | 2.0 | 1.4 | 1.8 | 3.3 | 2.1 | 1.5 |
| Treynor Ratio | NA | -0.01 | 0.03 | 0.02 | 0.0 | 0.01 | NA | 0.02 | 0.04 | 0.01 | 0.01 | -0.12 | 0.03 | 0.05 | 0.04 | 0.0 | 0.01 | 0.04 | 0.02 | 0.01 | 0.01 | 0.05 | 0.02 | 0.05 | 0.1 | 0.08 | 0.04 | -0.24 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -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 | 0.69 | 0.68 | 0.7 | 0.63 | 0.64 | NA | 0.61 | 0.66 | 0.74 | 0.75 | 0.47 | 0.39 | 0.77 | 0.7 | 0.52 | 0.55 | 0.41 | 0.44 | 0.39 | 0.36 | 0.41 | 0.82 | 0.6 | 0.5 | 0.58 | 0.73 | 0.44 |
| RSquared | NA | 0.74 | 0.74 | 0.78 | 0.74 | 0.7 | NA | 0.6 | 0.74 | 0.8 | 0.82 | 0.73 | 0.33 | 0.74 | 0.65 | 0.42 | 0.4 | 0.46 | 0.46 | 0.28 | 0.35 | 0.39 | 0.4 | 0.7 | 0.59 | 0.48 | 0.72 | 0.36 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | 4.6 | 4.6 | 4.0 | 2.0 | 1.8 | 1.6 | 2.6 | 2.5 | 1.9 | 1.6 | 1.7 | 1.8 | 1.3 | 1.3 | 2.6 | 2.0 | 3.1 | 4.5 | 4.5 | 0.0 |
| Dividend Growth(%) | N/A | -68.7 | N/A | N/A | N/A | N/A | N/A | N/A | 0.4 | 15.3 | 82.9 | 11.9 | 18.6 | -39.8 | 4.1 | 29.4 | 17.4 | -5.6 | -5.3 | 39.6 | -5.0 | -49.5 | 36.8 | -35.0 | -31.7 | 2.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2006
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