Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACALX (Advisors Capital Active ALL Cap) | 7.91% | 22.79% | 18.35% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACALX (Advisors Capital Active ALL Cap) | 11/09/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.27 | 22.79 | 18.35 | NA | NA | NA | NA | … | … | 7.91 | 16.32 | 20.12 | 22.80 | -5.39 |
| Sharpe Ratio | NA | 1.69 | 1.04 | NA | NA | NA | NA | … | … | 1.25 | 0.75 | 1.33 | 1.51 | -2.63 |
| Standard Deviation(%) | NA | 11.94 | 14.57 | NA | NA | NA | NA | … | … | 13.57 | 18.39 | 12.40 | 12.78 | 13.71 |
| Draw Down(%) | NA | 8.79 | 18.75 | NA | NA | NA | NA | … | … | 8.79 | 18.75 | 8.15 | 10.58 | 6.98 |
| Yield(%) | 0.00 | 0.00 | 0.04 | 0.06 | 0.03 | 0.02 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.13 | 0.20 |
Data as of 06/05/2026, Common starting date is 11/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACALX (Advisors Capital Active ALL Cap) |
14.99%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACALX (Advisors Capital Active ALL Cap) |
20.16%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart