Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACSCX (SMALL CAP VALUE FUND A CLASS) | -11.32% | -10.96% | -1.81% | 10.28% | 5.33% | 7.16% | 7.50% | 9.60% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACSCX (SMALL CAP VALUE FUND A CLASS) | 03/30/2000 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 03/30/2000.
AR inception is since 03/30/2000.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.07 | -10.96 | -1.81 | 10.28 | 5.33 | 7.16 | 7.50 | 9.60 | -11.32 | 1.10 | 15.93 | -17.29 | 27.18 | 8.69 | 33.05 | -17.19 | 9.93 | 25.78 | -3.05 | 4.42 | 34.76 | 16.36 | -6.71 | 23.67 | 38.52 | -27.75 | -3.69 | 15.28 | 8.21 | 21.40 | 35.72 | -11.64 | 33.50 | 27.55 |
| Sharpe Ratio | NA | -0.66 | -0.27 | 0.37 | 0.15 | NA | NA | 0.37 | -1.12 | -0.26 | 0.55 | -0.74 | 1.26 | 0.19 | 2.01 | -1.16 | 0.79 | 1.47 | -0.20 | 0.33 | 2.57 | 1.09 | -0.24 | 1.03 | 1.15 | -0.70 | -0.38 | 0.94 | 0.47 | 1.55 | 2.46 | -0.62 | 1.88 | 2.28 |
| Standard Deviation(%) | NA | 25.57 | 23.57 | 25.03 | 23.40 | NA | NA | 22.01 | 31.92 | 20.73 | 21.24 | 25.40 | 21.50 | 45.25 | 15.77 | 16.06 | 11.85 | 17.38 | 15.15 | 13.39 | 13.52 | 15.14 | 28.46 | 22.82 | 33.47 | 40.99 | 17.73 | 12.80 | 12.82 | 13.23 | 14.22 | 20.45 | 16.86 | 14.85 |
| Draw Down(%) | NA | 31.22 | 31.22 | 31.22 | 43.54 | NA | NA | 55.10 | 24.04 | 14.85 | 18.13 | 24.67 | 12.12 | 43.54 | 8.97 | 27.23 | 6.31 | 15.54 | 13.77 | 12.75 | 5.42 | 11.72 | 27.31 | 20.57 | 32.02 | 45.80 | 14.71 | 10.53 | 8.49 | 8.45 | 11.11 | 30.63 | 16.43 | 6.20 |
| Yield(%) | 0.00 | 0.72 | 0.65 | 0.87 | 4.74 | 6.56 | 6.97 | 12.00 | 0.00 | 0.83 | 0.89 | 0.50 | 0.15 | 0.20 | 2.82 | 13.80 | 13.66 | 6.24 | 11.90 | 12.99 | 19.12 | 6.16 | 7.10 | 0.60 | 1.88 | 1.43 | 19.51 | 13.96 | 13.72 | 10.39 | 0.12 | 4.01 | 5.89 | 0.76 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSCX (SMALL CAP VALUE FUND A CLASS) |
-15.23%
Feb 2006 - Feb 2009 |
-4.39%
Feb 2004 - Feb 2009 |
5.22%
Mar 2010 - Mar 2020 |
5.44%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSCX (SMALL CAP VALUE FUND A CLASS) |
29.31%
Feb 2009 - Feb 2012 |
25.56%
Feb 2009 - Feb 2014 |
15.76%
Feb 2009 - Feb 2019 |
13.09%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart