Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGAEX (GLOBAL ALLOCATION FUND A CLASS) | NA | 9.64% | 3.00% | 3.17% | NA | NA | NA | … | … |
Data as of 10/20/2017, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGAEX (GLOBAL ALLOCATION FUND A CLASS) | 02/01/2012 | 10/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 9.64 | 3.00 | 3.17 | NA | NA | NA | … | … | 11.60 | 4.08 | -5.62 | -0.87 | 6.01 | 6.79 |
| Sharpe Ratio | NA | 2.03 | 0.35 | 0.41 | NA | NA | NA | … | … | 3.38 | 0.43 | -0.65 | -0.14 | 0.81 | 0.81 |
| Standard Deviation(%) | NA | 4.50 | 7.79 | 7.43 | NA | NA | NA | … | … | 4.14 | 9.07 | 8.66 | 6.30 | 7.36 | 9.14 |
| Draw Down(%) | NA | 3.48 | 14.80 | 17.35 | NA | NA | NA | … | … | 1.63 | 6.35 | 10.37 | 7.72 | 6.85 | 8.25 |
| Yield(%) | 0.00 | 0.76 | 2.25 | 1.92 | 1.01 | 0.67 | 0.50 | … | … | 0.00 | 0.82 | 1.81 | 4.31 | 1.28 | 1.32 |
Data as of 10/20/2017, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAEX (GLOBAL ALLOCATION FUND A CLASS) |
-1.92%
Jan 2013 – Jan 2016 |
2.16%
Mar 2012 – Mar 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAEX (GLOBAL ALLOCATION FUND A CLASS) |
5.93%
May 2012 – May 2015 |
3.97%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart