Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEYGX (EQUITY GROWTH FUND R5 CLASS) | 9.88% | 30.03% | 22.93% | 11.68% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEYGX (EQUITY GROWTH FUND R5 CLASS) | 04/11/2017 | 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 (%) | 0.72 | 30.03 | 22.93 | 11.68 | NA | NA | NA | … | … | 9.88 | 7.97 | 24.98 | 24.62 | -22.53 | 27.40 | 14.69 | 28.68 | -6.11 | 14.88 |
| Sharpe Ratio | NA | 2.27 | 1.32 | 0.54 | NA | NA | NA | … | … | 1.61 | 0.23 | 1.61 | 1.64 | -1.03 | 1.92 | 0.44 | 2.10 | -0.42 | 2.75 |
| Standard Deviation(%) | NA | 12.53 | 15.24 | 16.98 | NA | NA | NA | … | … | 14.19 | 22.15 | 13.24 | 12.90 | 23.34 | 14.26 | 32.72 | 12.98 | 18.05 | 7.44 |
| Draw Down(%) | NA | 10.01 | 20.46 | 26.87 | NA | NA | NA | … | … | 10.01 | 20.29 | 9.73 | 8.97 | 26.68 | 6.26 | 31.97 | 7.40 | 20.84 | 2.30 |
| Yield(%) | 0.00 | 12.37 | 6.52 | 8.64 | 9.69 | 6.46 | 4.85 | … | … | 0.19 | 12.39 | 0.96 | 1.70 | 7.24 | 27.84 | 12.85 | 12.35 | 10.97 | 10.48 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AEYGX (EQUITY GROWTH FUND R5 CLASS) |
4.22%
Dec 2019 – Dec 2022 |
6.31%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEYGX (EQUITY GROWTH FUND R5 CLASS) |
23.83%
May 2023 – May 2026 |
15.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart