Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACLC | 6.76% | 20.37% | 16.23% | 10.57% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACLC | 07/17/2020 | 06/17/2026 |
| 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 (%) | 2.01 | 20.37 | 16.23 | 10.57 | NA | NA | NA | … | … | 6.76 | 11.81 | 19.96 | 24.74 | -19.37 | 28.97 | 17.10 |
| Sharpe Ratio | NA | 1.22 | 0.88 | 0.45 | NA | NA | NA | … | … | 0.80 | 0.47 | 1.28 | 1.64 | -0.85 | 2.09 | 2.23 |
| Standard Deviation(%) | NA | 12.76 | 15.12 | 17.23 | NA | NA | NA | … | … | 14.59 | 18.90 | 12.77 | 12.99 | 24.63 | 13.83 | 18.29 |
| Draw Down(%) | NA | 10.28 | 20.49 | 26.44 | NA | NA | NA | … | … | 10.28 | 20.49 | 9.17 | 10.08 | 26.26 | 5.35 | 9.66 |
| Yield(%) | 0.00 | 0.89 | 1.14 | 1.09 | 0.79 | 0.52 | 0.39 | … | … | 0.31 | 0.71 | 1.06 | 1.35 | 0.87 | 0.93 | 0.50 |
Data as of 06/17/2026, Common starting date is 07/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACLC (ACLC) |
6.35%
Mar 2022 – Mar 2025 |
9.21%
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 |
|---|---|---|---|---|
| ACLC (ACLC) |
21.51%
Sep 2022 – Sep 2025 |
15.01%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart