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
ACSPX (SHORT DURATION FUND R CLASS) 0.55% 3.53% 4.38% 1.74% 1.79% 1.43% NA
Data as of 06/18/2026, Common starting date is 12/04/2006
More Performance Analytics Comparison
Name Start Date End Date
ACSPX (SHORT DURATION FUND R CLASS) 12/04/2006 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 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -0.10 3.53 4.38 1.74 1.79 1.43 NA 0.55 5.12 4.17 4.19 -4.71 0.24 3.42 3.44 0.69 0.91 1.54 0.35 0.04 -0.28 1.64 1.40 2.75 4.55 4.95 5.86 -0.50
Sharpe Ratio NA 0.48 0.51 -0.39 0.08 NA NA -0.53 1.17 0.25 0.18 -3.07 0.23 1.23 1.37 -0.68 0.28 1.20 0.31 0.02 -0.44 2.01 0.74 1.85 2.42 1.22 1.33 -6.80
Standard Deviation(%) NA 1.83 2.14 2.17 1.87 NA NA 1.97 1.91 2.14 2.98 2.01 0.96 2.57 1.44 1.02 0.91 1.10 1.05 0.91 0.71 0.79 1.84 1.43 1.84 3.25 2.05 1.52
Draw Down(%) NA 1.31 1.31 6.70 6.70 NA NA 1.31 1.02 1.01 1.96 5.91 1.04 5.31 0.68 0.42 0.54 0.59 0.73 0.84 1.08 0.38 1.14 1.01 0.87 1.39 0.59 0.60
Yield(%) 0.00 3.88 4.01 2.86 2.18 1.82 2.09 1.56 4.10 4.07 3.48 1.56 0.64 1.05 2.12 1.86 1.40 1.15 1.23 1.28 0.77 0.87 2.15 1.49 2.56 4.05 4.02 0.00
Data as of 06/18/2026, 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
ACSPX (SHORT DURATION FUND R CLASS) -0.77%
Sep 2020 – Sep 2023
0.32%
Oct 2017 – Oct 2022
0.45%
Oct 2012 – Oct 2022
1.21%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACSPX (SHORT DURATION FUND R CLASS) 5.34%
Jan 2007 – Jan 2010
3.96%
Jan 2007 – Jan 2012
2.26%
Jan 2007 – Jan 2017
2.02%
Jan 2007 – Jan 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return