Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGAFX (GLOBAL ALLOCATION FUND R CLASS) | NA | 9.41% | 2.74% | 2.91% | 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 |
|---|---|---|
| AGAFX (GLOBAL ALLOCATION FUND R 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 | 9.41 | 2.74 | 2.91 | NA | NA | NA | … | … | 11.31 | 3.83 | -5.77 | -1.12 | 5.66 | 6.60 |
| Sharpe Ratio | NA | 1.97 | 0.32 | 0.37 | NA | NA | NA | … | … | 3.31 | 0.40 | -0.66 | -0.18 | 0.76 | 0.79 |
| Standard Deviation(%) | NA | 4.51 | 7.78 | 7.43 | NA | NA | NA | … | … | 4.12 | 9.02 | 8.73 | 6.23 | 7.37 | 9.15 |
| Draw Down(%) | NA | 3.59 | 15.04 | 17.74 | NA | NA | NA | … | … | 1.63 | 6.45 | 10.57 | 7.82 | 6.87 | 8.35 |
| Yield(%) | 0.00 | 0.52 | 2.02 | 1.71 | 0.90 | 0.60 | 0.45 | … | … | 0.00 | 0.56 | 1.58 | 4.06 | 1.03 | 1.23 |
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 |
|---|---|---|---|---|
| AGAFX (GLOBAL ALLOCATION FUND R CLASS) |
-2.13%
Jan 2013 – Jan 2016 |
1.91%
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 |
|---|---|---|---|---|
| AGAFX (GLOBAL ALLOCATION FUND R CLASS) |
5.67%
May 2012 – May 2015 |
3.71%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart