Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACAJX (ALL CAP GROWTH FUND INSTITUTIONAL CLASS) | NA | 19.48% | 14.65% | 11.07% | NA | NA | NA | … | … |
Data as of 02/21/2020, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAJX (ALL CAP GROWTH FUND INSTITUTIONAL CLASS) | 10/28/2011 | 02/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.91 | 19.48 | 14.65 | 11.07 | NA | NA | NA | … | … | -1.55 | 35.86 | -2.93 | 25.14 | 3.26 | 6.63 | 9.90 | 29.19 | 15.96 | -4.98 |
| Sharpe Ratio | NA | 1.12 | 0.82 | 0.65 | NA | NA | NA | … | … | -0.44 | 2.32 | -0.20 | 2.92 | 0.21 | 0.41 | 0.70 | 2.35 | 1.09 | -0.93 |
| Standard Deviation(%) | NA | 16.17 | 16.52 | 15.93 | NA | NA | NA | … | … | 26.44 | 14.85 | 20.97 | 8.43 | 14.62 | 16.09 | 14.03 | 12.40 | 14.72 | 27.76 |
| Draw Down(%) | NA | 8.91 | 22.97 | 22.97 | NA | NA | NA | … | … | 8.91 | 8.27 | 22.97 | 3.57 | 13.62 | 12.50 | 8.88 | 6.50 | 11.49 | 10.26 |
| Yield(%) | 0.00 | 7.58 | 9.64 | 8.39 | 8.98 | 5.99 | 4.49 | … | … | 0.00 | 8.46 | 11.29 | 9.49 | 8.20 | 6.63 | 15.11 | 15.32 | 8.03 | 2.49 |
Data as of 02/21/2020, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAJX (ALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
6.56%
Dec 2013 – Dec 2016 |
8.01%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAJX (ALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
18.17%
Dec 2016 – Dec 2019 |
15.15%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart