Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACGR | 4.94% | 21.30% | 19.47% | 13.91% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 01/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGR | 01/21/2020 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.84 | 21.30 | 19.47 | 13.91 | NA | NA | NA | … | … | 4.94 | 14.50 | 26.66 | 43.24 | -30.12 | 39.25 | 11.27 |
| Sharpe Ratio | NA | 0.93 | 0.85 | 0.52 | NA | NA | NA | … | … | 0.25 | 0.51 | 1.34 | 2.54 | -1.04 | 2.38 | 0.49 |
| Standard Deviation(%) | NA | 16.00 | 18.88 | 21.58 | NA | NA | NA | … | … | 18.20 | 22.84 | 17.14 | 15.76 | 30.45 | 16.45 | 23.61 |
| Draw Down(%) | NA | 15.83 | 24.58 | 34.54 | NA | NA | NA | … | … | 13.96 | 24.24 | 12.64 | 9.33 | 33.89 | 7.79 | 26.36 |
| Yield(%) | 0.00 | 0.19 | 0.31 | 0.40 | 0.44 | 0.29 | 0.22 | … | … | 0.08 | 0.13 | 0.29 | 0.53 | 0.33 | 0.80 | 1.58 |
Data as of 06/18/2026, Common starting date is 01/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGR (ACGR) |
7.28%
Mar 2022 – Mar 2025 |
11.42%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGR (ACGR) |
28.53%
Sep 2022 – Sep 2025 |
17.57%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart