Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACSKX (SHORT DURATION FUND C CLASS) -0.02% 2.73% 3.61% 1.10% 1.26% 0.89% NA
Data as of 06/08/2026, Common starting date is 12/04/2006
More Performance Analytics Comparison
Name Start Date End Date
ACSKX (SHORT DURATION FUND C CLASS) 12/04/2006 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 (%) -0.20 2.73 3.61 1.10 1.26 0.89 NA -0.02 4.59 3.62 3.67 -5.11 -0.36 2.87 3.03 0.23 0.50 0.92 -0.15 -0.46 -0.79 1.13 0.88 2.28 4.04 4.43 5.31 -0.50
Sharpe Ratio NA -0.02 0.18 -0.69 -0.22 NA NA -1.39 0.98 0.00 0.00 -3.30 -0.40 1.02 1.07 -1.20 -0.19 0.73 -0.19 -0.54 -1.16 1.49 0.48 1.63 2.21 1.06 1.10 -6.80
Standard Deviation(%) NA 1.65 2.02 2.10 1.82 NA NA 1.85 1.75 2.04 2.94 1.99 0.97 2.57 1.45 0.97 0.86 0.96 0.96 0.88 0.71 0.73 1.79 1.35 1.78 3.24 1.98 1.52
Draw Down(%) NA 1.21 1.21 7.17 7.17 NA NA 1.21 1.02 1.01 2.00 6.28 1.21 5.41 0.68 0.50 0.74 0.77 1.05 1.08 1.21 0.38 1.31 1.04 0.87 1.51 0.59 0.60
Yield(%) 0.00 3.11 3.40 2.35 1.70 1.34 1.60 1.09 3.59 3.55 2.97 1.07 0.41 0.51 1.62 1.50 0.89 0.63 0.73 0.79 0.26 0.36 1.64 1.03 2.06 3.55 3.50 0.00
Data as of 06/08/2026, Common starting date is 12/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACSKX (SHORT DURATION FUND C CLASS) -1.28%
Sep 2020 – Sep 2023
-0.14%
Oct 2017 – Oct 2022
-0.04%
Oct 2012 – Oct 2022
0.71%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACSKX (SHORT DURATION FUND C CLASS) 4.81%
Jan 2007 – Jan 2010
3.43%
Jan 2007 – Jan 2012
1.74%
Jan 2007 – Jan 2017
1.51%
Jan 2007 – Jan 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return