Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) | 8.09% | 19.29% | 15.68% | 4.67% | 8.42% | 8.13% | 5.94% | … | … |
Data as of 06/04/2026, Common starting date is 12/14/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) | 12/14/2000 | 06/04/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 19.29 | 15.68 | 4.67 | 8.42 | 8.13 | 5.94 | … | … | 8.09 | 16.19 | 13.23 | 15.52 | -18.44 | 3.37 | 11.92 | 24.67 | -6.15 | 19.30 | 6.95 | -1.30 | 7.20 | 20.18 | 15.10 | -1.66 | 15.63 | 25.09 | -35.19 | -0.96 | 5.58 | 2.20 | 10.46 | 26.91 | -15.12 | -10.62 | -9.45 |
| Sharpe Ratio | NA | 1.70 | 1.12 | 0.16 | 0.47 | NA | NA | … | … | 1.43 | 1.01 | 1.00 | 1.16 | -1.04 | 0.22 | 0.43 | 2.43 | -0.60 | 3.42 | 0.57 | -0.11 | 0.77 | 2.22 | 1.39 | -0.09 | 1.01 | 1.24 | -1.23 | -0.22 | 0.18 | -0.01 | 1.08 | 2.34 | -1.09 | -1.01 | -1.50 |
| Standard Deviation(%) | NA | 10.26 | 11.37 | 14.03 | 14.58 | NA | NA | … | … | 12.44 | 13.25 | 9.65 | 10.35 | 19.18 | 15.50 | 27.03 | 9.56 | 12.70 | 5.48 | 11.80 | 12.07 | 9.30 | 9.08 | 10.88 | 19.80 | 15.37 | 20.23 | 29.34 | 19.12 | 12.26 | 9.36 | 8.78 | 11.20 | 14.97 | 13.19 | 64.17 |
| Draw Down(%) | NA | 8.15 | 13.74 | 31.47 | 31.47 | NA | NA | … | … | 8.15 | 13.74 | 5.52 | 9.71 | 22.49 | 11.68 | 30.17 | 5.01 | 16.92 | 1.52 | 9.95 | 11.31 | 7.39 | 6.84 | 9.16 | 17.94 | 11.89 | 18.94 | 43.20 | 17.47 | 11.10 | 6.20 | 7.87 | 9.65 | 22.17 | 20.52 | 12.94 |
| Yield(%) | 0.00 | 7.49 | 6.57 | 3.73 | 6.52 | 7.00 | 5.14 | … | … | 0.00 | 7.89 | 7.69 | 2.94 | 1.56 | 1.97 | 1.07 | 16.99 | 11.97 | 10.81 | 3.33 | 8.18 | 11.41 | 13.49 | 5.94 | 1.76 | 1.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.13 |
Data as of 06/04/2026, Common starting date is 12/14/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) |
-16.81%
Feb 2006 – Feb 2009 |
-8.24%
Feb 2004 – Feb 2009 |
0.63%
Jan 2001 – Jan 2011 |
2.52%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) |
20.78%
Feb 2009 – Feb 2012 |
17.85%
Feb 2009 – Feb 2014 |
12.04%
Feb 2009 – Feb 2019 |
9.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart