Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AACCX (STRATEGIC ALLOCATION: CONSERVATIVE FUND C CLASS) | 2.55% | 8.50% | 8.10% | 0.94% | 3.74% | 4.04% | 4.01% | … | … |
Data as of 06/08/2026, Common starting date is 12/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AACCX (STRATEGIC ALLOCATION: CONSERVATIVE FUND C CLASS) | 12/13/2004 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 8.50 | 8.10 | 0.94 | 3.74 | 4.04 | 4.01 | … | … | 2.55 | 9.43 | 6.77 | 9.34 | -15.93 | 0.85 | 8.64 | 14.89 | -5.24 | 9.76 | 4.05 | -2.43 | 5.25 | 8.73 | 8.38 | 2.57 | 8.76 | 13.27 | -16.77 | 6.50 | 8.09 | 2.90 | 0.86 |
| Sharpe Ratio | NA | 0.94 | 0.68 | -0.18 | 0.24 | NA | NA | … | … | 0.42 | 0.83 | 0.49 | 0.82 | -1.41 | 0.08 | 0.54 | 2.59 | -0.96 | 2.74 | 0.55 | -0.36 | 1.03 | 1.56 | 1.47 | 0.24 | 1.03 | 1.16 | -1.12 | 0.49 | 0.89 | 0.13 | 4.85 |
| Standard Deviation(%) | NA | 6.23 | 7.20 | 8.94 | 8.81 | NA | NA | … | … | 7.39 | 7.97 | 6.38 | 7.00 | 12.35 | 9.73 | 15.52 | 5.18 | 6.91 | 3.34 | 6.98 | 6.76 | 5.07 | 5.57 | 5.69 | 10.41 | 8.40 | 11.33 | 15.83 | 6.87 | 5.27 | 4.76 | 3.39 |
| Draw Down(%) | NA | 5.14 | 8.10 | 25.21 | 25.21 | NA | NA | … | … | 5.14 | 7.96 | 3.34 | 7.17 | 18.85 | 7.84 | 19.64 | 2.36 | 10.84 | 1.06 | 5.22 | 6.72 | 4.22 | 4.62 | 4.27 | 8.56 | 6.61 | 12.34 | 24.66 | 4.05 | 5.04 | 3.13 | 0.54 |
| Yield(%) | 0.00 | 4.48 | 4.41 | 2.49 | 3.52 | 3.96 | 3.88 | … | … | 0.00 | 4.82 | 6.39 | 1.67 | 1.04 | 0.72 | 0.09 | 8.32 | 6.18 | 5.52 | 2.01 | 5.46 | 5.87 | 6.82 | 4.02 | 2.54 | 0.70 | 1.12 | 1.55 | 8.46 | 4.50 | 4.51 | 3.78 |
Data as of 06/08/2026, Common starting date is 12/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACCX (STRATEGIC ALLOCATION: CONSERVATIVE FUND C CLASS) |
-4.60%
Feb 2006 – Feb 2009 |
-0.14%
Sep 2017 – Sep 2022 |
1.69%
Oct 2013 – Oct 2023 |
2.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACCX (STRATEGIC ALLOCATION: CONSERVATIVE FUND C CLASS) |
12.83%
Feb 2009 – Feb 2012 |
10.46%
Feb 2009 – Feb 2014 |
6.65%
Feb 2009 – Feb 2019 |
5.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart