Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACTTX (ZERO COUPON 2015 FUND ADVISOR CLASS) | NA | 3.56% | 3.00% | 4.11% | 6.85% | NA | NA | … | … |
Data as of 09/18/2015, Common starting date is 11/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACTTX (ZERO COUPON 2015 FUND ADVISOR CLASS) | 11/20/2001 | 09/18/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 3.56 | 3.00 | 4.11 | 6.85 | NA | NA | … | … | -0.32 | -0.17 | -0.24 | 1.20 | 7.24 | 8.58 | -1.15 | 12.48 | 9.83 | 1.93 | 4.60 | 8.85 | 3.67 | 20.93 | -2.96 |
| Sharpe Ratio | NA | -2.94 | -0.51 | 0.50 | 0.54 | NA | NA | … | … | -3.37 | -0.62 | -0.39 | 0.82 | 1.81 | 1.58 | -0.14 | 1.10 | 1.04 | -0.25 | 0.34 | 0.79 | 0.22 | 1.57 | -1.41 |
| Standard Deviation(%) | NA | 0.16 | 0.52 | 2.40 | 5.62 | NA | NA | … | … | 0.14 | 0.30 | 0.72 | 1.41 | 3.99 | 5.38 | 8.60 | 10.49 | 6.57 | 5.51 | 7.15 | 9.94 | 13.37 | 12.59 | 18.26 |
| Draw Down(%) | NA | 0.53 | 0.95 | 5.68 | 7.67 | NA | NA | … | … | 0.36 | 0.36 | 0.87 | 1.46 | 2.18 | 5.17 | 7.22 | 6.88 | 5.10 | 6.34 | 5.87 | 11.57 | 16.70 | 7.40 | 7.06 |
| Yield(%) | 0.00 | 4.02 | 3.26 | 3.03 | 3.77 | 3.47 | 2.60 | … | … | 0.00 | 4.02 | 5.78 | 0.00 | 0.00 | 5.17 | 4.67 | 5.28 | 0.00 | 0.00 | 5.21 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/18/2015, Common starting date is 11/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACTTX (ZERO COUPON 2015 FUND ADVISOR CLASS) |
2.04%
May 2003 – May 2006 |
4.02%
Aug 2010 – Aug 2015 |
6.48%
May 2003 – May 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACTTX (ZERO COUPON 2015 FUND ADVISOR CLASS) |
13.64%
Oct 2008 – Oct 2011 |
10.90%
May 2006 – May 2011 |
9.86%
Mar 2002 – Mar 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart