Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACFDX (FOCUSED DYNAMIC GROWTH FUND ADVISOR CLASS) | 4.59% | 25.84% | 25.99% | 9.84% | 18.62% | 15.73% | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACFDX (FOCUSED DYNAMIC GROWTH FUND ADVISOR CLASS) | 06/20/2006 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.21 | 25.84 | 25.99 | 9.84 | 18.62 | 15.73 | NA | … | … | 4.59 | 20.21 | 42.95 | 35.33 | -36.49 | 6.83 | 72.84 | 31.99 | 6.24 | 34.25 | 5.39 | -3.77 | 11.49 | 36.54 | 7.19 | 5.54 | 7.16 | 19.07 | -47.04 | 46.35 | 11.45 |
| Sharpe Ratio | NA | 1.25 | 0.99 | 0.30 | 0.71 | NA | NA | … | … | 0.29 | 0.65 | 1.88 | 1.74 | -1.05 | 0.33 | 2.07 | 1.81 | 0.21 | 3.45 | 0.35 | -0.24 | 0.98 | 3.31 | 0.60 | 0.26 | 0.40 | 0.75 | -1.43 | 1.81 | 1.63 |
| Standard Deviation(%) | NA | 19.47 | 22.59 | 25.34 | 23.87 | NA | NA | … | … | 22.55 | 26.74 | 20.90 | 18.40 | 36.25 | 20.89 | 34.90 | 16.83 | 23.21 | 9.77 | 14.71 | 15.72 | 11.67 | 11.04 | 12.01 | 20.89 | 17.81 | 25.16 | 33.45 | 23.99 | 11.73 |
| Draw Down(%) | NA | 16.60 | 27.08 | 43.91 | 43.91 | NA | NA | … | … | 16.50 | 27.08 | 14.02 | 15.41 | 38.96 | 13.94 | 32.10 | 10.20 | 23.27 | 2.95 | 12.91 | 15.70 | 9.06 | 5.09 | 9.52 | 16.40 | 14.53 | 22.00 | 51.99 | 13.57 | 4.88 |
| Yield(%) | 0.00 | 8.69 | 4.60 | 2.66 | 4.82 | 5.41 | 4.83 | … | … | 0.00 | 8.68 | 0.00 | 0.00 | 0.00 | 2.66 | 1.06 | 0.00 | 0.00 | 0.00 | 0.95 | 1.03 | 1.21 | 0.95 | 2.49 | 0.93 | 1.23 | 0.00 | 0.00 | 5.72 | 0.48 |
Data as of 06/08/2026, Common starting date is 06/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACFDX (FOCUSED DYNAMIC GROWTH FUND ADVISOR CLASS) |
-12.59%
Oct 2007 – Oct 2010 |
-5.23%
Dec 2007 – Dec 2012 |
4.69%
Oct 2007 – Oct 2017 |
6.59%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACFDX (FOCUSED DYNAMIC GROWTH FUND ADVISOR CLASS) |
36.14%
Oct 2018 – Oct 2021 |
30.49%
Oct 2016 – Oct 2021 |
20.65%
Aug 2011 – Aug 2021 |
16.14%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart