Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDFX (Disciplined Growth Fund – G Class) | NA | 37.47% | NA | NA | NA | NA | NA | … | … |
Data as of 01/12/2024, Common starting date is 05/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACDFX (Disciplined Growth Fund – G Class) | 05/05/2022 | 01/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 37.47 | NA | NA | NA | NA | NA | … | … | 0.00 | 42.30 | -14.79 |
| Sharpe Ratio | NA | 2.16 | NA | NA | NA | NA | NA | … | … | -1.39 | 2.44 | -0.82 |
| Standard Deviation(%) | NA | 15.34 | NA | NA | NA | NA | NA | … | … | 2.63 | 15.72 | 29.00 |
| Draw Down(%) | NA | 8.69 | NA | NA | NA | NA | NA | … | … | 0.33 | 8.69 | 18.87 |
| Yield(%) | 0.00 | 0.63 | 0.46 | 0.27 | 0.14 | 0.09 | 0.07 | … | … | 0.00 | 0.66 | 0.82 |
Data as of 01/12/2024, Common starting date is 05/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACDFX (Disciplined Growth Fund – G Class) |
0.00%
NA |
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 |
|---|---|---|---|---|
| ACDFX (Disciplined Growth Fund – G Class) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart