Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGANX (GLOBAL ALLOCATION FUND I CLASS) | NA | 10.17% | 3.48% | 3.65% | NA | NA | NA | 4.78% |
Data as of 10/20/2017, AR inception is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGANX (GLOBAL ALLOCATION FUND I CLASS) | 02/01/2012 | 10/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 10.17 | 3.48 | 3.65 | NA | NA | NA | 4.78 | 11.94 | 4.54 | -5.08 | -0.51 | 6.57 | 7.22 |
| Sharpe Ratio | NA | 2.15 | 0.41 | 0.47 | NA | NA | NA | 0.52 | 3.50 | 0.47 | -0.59 | -0.08 | 0.89 | 0.87 |
| Standard Deviation(%) | NA | 4.49 | 7.83 | 7.46 | NA | NA | NA | 7.75 | 4.13 | 9.13 | 8.73 | 6.30 | 7.37 | 9.16 |
| Draw Down(%) | NA | 3.55 | 14.53 | 16.78 | NA | NA | NA | 16.78 | 1.72 | 6.42 | 10.23 | 7.51 | 6.82 | 8.25 |
| Yield(%) | 0.00 | 1.20 | 2.66 | 2.30 | 1.21 | 0.81 | 0.61 | 2.43 | 0.00 | 1.29 | 2.23 | 4.75 | 1.75 | 1.46 |
Data as of 10/20/2017, AR inception is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGANX (GLOBAL ALLOCATION FUND I CLASS) |
-1.46%
Jan 2013 - Jan 2016 |
2.63%
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 |
|---|---|---|---|---|
| AGANX (GLOBAL ALLOCATION FUND I CLASS) |
6.42%
May 2012 - May 2015 |
4.46%
May 2012 - May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart