Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGAVX (GLOBAL ALLOCATION FUND INVESTOR CLASS) | NA | 9.99% | 3.28% | 3.44% | NA | NA | NA | 4.55% |
Data as of 10/20/2017, AR inception is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGAVX (GLOBAL ALLOCATION FUND INVESTOR 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 | 9.99 | 3.28 | 3.44 | NA | NA | NA | 4.55 | 11.76 | 4.44 | -5.37 | -0.61 | 6.26 | 7.07 |
| Sharpe Ratio | NA | 2.10 | 0.39 | 0.44 | NA | NA | NA | 0.49 | 3.43 | 0.46 | -0.62 | -0.10 | 0.84 | 0.85 |
| Standard Deviation(%) | NA | 4.50 | 7.81 | 7.46 | NA | NA | NA | 7.75 | 4.14 | 9.10 | 8.73 | 6.23 | 7.45 | 9.16 |
| Draw Down(%) | NA | 3.56 | 14.64 | 17.05 | NA | NA | NA | 17.05 | 1.62 | 6.33 | 10.34 | 7.69 | 6.83 | 8.25 |
| Yield(%) | 0.00 | 1.01 | 2.48 | 2.13 | 1.12 | 0.75 | 0.56 | 2.25 | 0.00 | 1.08 | 2.05 | 4.55 | 1.54 | 1.40 |
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 |
|---|---|---|---|---|
| AGAVX (GLOBAL ALLOCATION FUND INVESTOR CLASS) |
-1.67%
Jan 2013 - Jan 2016 |
2.42%
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 |
|---|---|---|---|---|
| AGAVX (GLOBAL ALLOCATION FUND INVESTOR CLASS) |
6.20%
May 2012 - May 2015 |
4.25%
May 2012 - May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart