Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADGGX (DISCIPLINED GROWTH FUND R5 CLASS) | 6.66% | 23.72% | 24.38% | 13.90% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADGGX (DISCIPLINED GROWTH FUND R5 CLASS) | 04/17/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 23.72 | 24.38 | 13.90 | NA | NA | NA | … | … | 6.66 | 5.29 | 31.49 | 43.80 | -31.30 | 24.75 | 33.49 | 30.21 | -5.37 | 16.45 |
| Sharpe Ratio | NA | 1.56 | 1.15 | 0.54 | NA | NA | NA | … | … | 0.95 | 0.09 | 1.57 | 2.56 | -1.11 | 1.38 | 0.94 | 1.96 | -0.34 | 2.73 |
| Standard Deviation(%) | NA | 15.47 | 19.31 | 21.37 | NA | NA | NA | … | … | 17.31 | 26.92 | 17.76 | 15.82 | 29.63 | 17.86 | 35.16 | 14.69 | 20.13 | 8.49 |
| Draw Down(%) | NA | 16.70 | 24.06 | 34.40 | NA | NA | NA | … | … | 14.26 | 23.81 | 12.74 | 8.86 | 33.28 | 10.38 | 30.30 | 8.51 | 22.80 | 2.34 |
| Yield(%) | 0.00 | 13.51 | 20.57 | 14.14 | 14.22 | 9.48 | 7.11 | … | … | 0.00 | 13.70 | 40.59 | 0.56 | 0.11 | 22.09 | 20.99 | 10.90 | 15.02 | 9.99 |
Data as of 06/04/2026, Common starting date is 04/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADGGX (DISCIPLINED GROWTH FUND R5 CLASS) |
4.59%
Dec 2019 – Dec 2022 |
7.11%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADGGX (DISCIPLINED GROWTH FUND R5 CLASS) |
30.48%
Dec 2022 – Dec 2025 |
17.40%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart