Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDKX (DISCIPLINED GROWTH PLUS FUND INSTITUTIONAL CLASS) | NA | 4.40% | 4.87% | 4.69% | NA | NA | NA | … | … |
Data as of 01/24/2020, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACDKX (DISCIPLINED GROWTH PLUS FUND INSTITUTIONAL CLASS) | 11/03/2011 | 01/24/2020 |
| 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 (%) | 0.17 | 4.40 | 4.87 | 4.69 | NA | NA | NA | … | … | 1.48 | 6.74 | -1.82 | 11.09 | 6.21 | 2.99 | 14.89 | 36.19 | 15.90 | -3.35 |
| Sharpe Ratio | NA | 0.44 | 0.49 | 0.38 | NA | NA | NA | … | … | 3.91 | 0.74 | -0.32 | 1.95 | 0.46 | 0.19 | 1.15 | 3.19 | 1.18 | -0.83 |
| Standard Deviation(%) | NA | 6.94 | 7.70 | 10.82 | NA | NA | NA | … | … | 6.41 | 7.24 | 9.83 | 5.38 | 13.07 | 15.89 | 12.96 | 11.33 | 13.50 | 23.95 |
| Draw Down(%) | NA | 5.07 | 9.48 | 14.99 | NA | NA | NA | … | … | 0.85 | 5.07 | 9.48 | 1.80 | 10.55 | 11.68 | 7.69 | 5.90 | 10.94 | 9.77 |
| Yield(%) | 0.00 | 0.47 | 4.70 | 3.43 | 4.28 | 2.86 | 2.14 | … | … | 0.00 | 0.49 | 6.06 | 7.59 | 0.27 | 1.89 | 6.57 | 3.89 | 0.88 | 0.00 |
Data as of 01/24/2020, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACDKX (DISCIPLINED GROWTH PLUS FUND INSTITUTIONAL CLASS) |
4.52%
Sep 2016 – Sep 2019 |
4.52%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACDKX (DISCIPLINED GROWTH PLUS FUND INSTITUTIONAL CLASS) |
21.95%
Dec 2011 – Dec 2014 |
14.68%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart