Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AACGX (STRATEGIC ALLOCATION: CONSERVATIVE FUND R5 CLASS) | 2.83% | 9.80% | 9.49% | 4.10% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AACGX (STRATEGIC ALLOCATION: CONSERVATIVE FUND R5 CLASS) | 04/11/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.02 | 9.80 | 9.49 | 4.10 | NA | NA | NA | … | … | 2.83 | 5.66 | 8.18 | 10.61 | -12.84 | 9.55 | 13.56 | 16.35 | -4.51 | 7.29 |
| Sharpe Ratio | NA | 1.44 | 0.97 | 0.23 | NA | NA | NA | … | … | 0.99 | 0.32 | 0.73 | 1.02 | -1.20 | 1.46 | 0.88 | 2.81 | -0.86 | 3.02 |
| Standard Deviation(%) | NA | 6.17 | 7.10 | 8.14 | NA | NA | NA | … | … | 7.38 | 8.80 | 6.21 | 6.88 | 11.95 | 6.52 | 15.07 | 5.29 | 6.87 | 3.14 |
| Draw Down(%) | NA | 5.15 | 7.82 | 18.86 | NA | NA | NA | … | … | 5.15 | 7.82 | 3.42 | 7.06 | 18.14 | 3.22 | 19.40 | 2.31 | 9.89 | 1.09 |
| Yield(%) | 0.00 | 5.39 | 5.50 | 5.19 | 5.49 | 3.66 | 2.74 | … | … | 0.11 | 5.91 | 7.42 | 2.88 | 4.17 | 9.06 | 4.52 | 9.46 | 6.78 | 6.38 |
Data as of 06/05/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACGX (STRATEGIC ALLOCATION: CONSERVATIVE FUND R5 CLASS) |
0.34%
Apr 2021 – Apr 2024 |
3.08%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACGX (STRATEGIC ALLOCATION: CONSERVATIVE FUND R5 CLASS) |
13.12%
Dec 2018 – Dec 2021 |
7.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart