Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) | 3.68% | 7.50% | -0.04% | 1.52% | 2.06% | 2.61% | 3.10% | 4.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) | 02/27/1997 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 02/27/1997.
AR inception is since 02/27/1997.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.42 | 7.50 | -0.04 | 1.52 | 2.06 | 2.61 | 3.10 | 4.07 | 3.68 | 1.69 | 3.17 | -12.37 | 6.37 | 10.29 | 7.85 | -1.22 | 3.08 | 4.73 | -2.15 | 2.68 | -9.13 | 6.68 | 13.01 | 5.49 | 10.58 | -1.01 | 10.95 | 0.05 | 2.47 | 6.12 | 4.90 | 14.39 | 7.63 | 11.93 | 1.70 | 3.45 | 1.96 |
| Sharpe Ratio | NA | 0.24 | -0.63 | -0.18 | 0.07 | NA | NA | 0.43 | 1.66 | -1.06 | -0.15 | -1.53 | 1.45 | 1.36 | 1.66 | -0.77 | 0.63 | 1.01 | -0.40 | 0.63 | -1.56 | 1.49 | 1.88 | 0.90 | 1.41 | -0.18 | 1.32 | -0.65 | 0.06 | 0.82 | 0.60 | 3.08 | 1.14 | 2.68 | -0.57 | 0.03 | -0.19 |
| Standard Deviation(%) | NA | 4.74 | 6.96 | 6.20 | 5.63 | NA | NA | 5.77 | 5.59 | 4.62 | 7.30 | 9.01 | 4.39 | 7.36 | 3.88 | 3.28 | 3.93 | 4.47 | 5.49 | 4.21 | 5.88 | 4.50 | 6.91 | 5.98 | 7.45 | 10.50 | 6.06 | 5.00 | 5.34 | 6.29 | 7.03 | 4.31 | 4.73 | 2.93 | 2.70 | 4.01 | 6.28 |
| Draw Down(%) | NA | 3.75 | 11.40 | 15.50 | 15.50 | NA | NA | 15.50 | 3.05 | 3.65 | 7.38 | 14.59 | 2.83 | 10.26 | 2.35 | 3.61 | 2.29 | 4.38 | 5.48 | 3.71 | 10.84 | 2.24 | 3.63 | 5.42 | 3.87 | 14.37 | 3.38 | 4.47 | 3.27 | 6.81 | 7.61 | 4.32 | 5.14 | 2.12 | 1.83 | 2.92 | 3.21 |
| Yield(%) | 0.00 | 2.23 | 3.97 | 3.63 | 2.98 | 3.16 | 3.40 | 4.11 | 0.00 | 2.19 | 4.38 | 6.03 | 4.53 | 1.26 | 2.57 | 4.09 | 2.18 | 2.13 | 0.95 | 1.91 | 3.43 | 3.22 | 4.91 | 2.82 | 1.68 | 5.22 | 4.39 | 3.58 | 5.53 | 2.97 | 2.18 | 5.14 | 5.12 | 6.89 | 5.91 | 4.63 | 4.33 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) |
-2.99%
Dec 2012 - Dec 2015 |
-0.62%
Nov 2012 - Nov 2017 |
0.64%
Sep 2012 - Sep 2022 |
2.40%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) |
12.24%
Feb 2000 - Feb 2003 |
8.99%
Mar 1999 - Mar 2004 |
6.83%
Feb 1998 - Feb 2008 |
6.49%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison Chart