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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AGBRX (GLOBAL BOND FUND R CLASS) 1.99% 3.71% 1.86% -1.07% 1.05% NA NA 1.45%
Data as of 07/21/2025, AR inception is 02/01/2012
More Performance Analytics Comparison
Name Start Date End Date
AGBRX (GLOBAL BOND FUND R CLASS) 02/01/2012 07/21/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.23 3.71 1.86 -1.07 1.05 NA NA 1.45 1.99 1.65 6.00 -13.35 -2.40 3.65 8.39 -0.82 3.25 3.54 -0.43 6.26 -1.55 4.55
Sharpe Ratio NA 0.01 -0.29 -0.72 -0.11 NA NA 0.09 0.06 -1.23 0.30 -2.67 -1.06 0.73 2.75 -1.18 1.25 1.32 -0.17 4.50 -0.70 3.12
Standard Deviation(%) NA 3.62 5.04 4.38 3.73 NA NA 3.37 3.86 4.03 5.78 5.54 2.28 4.65 2.53 1.82 2.10 2.53 2.64 1.39 2.27 1.59
Draw Down(%) NA 2.93 8.26 17.71 17.71 NA NA 17.71 2.33 2.91 5.97 15.61 2.59 9.37 1.92 2.27 1.20 3.48 3.51 0.70 4.55 0.79
Yield(%) 0.00 2.15 3.27 2.08 2.13 2.11 1.59 2.44 0.81 2.22 1.47 5.53 1.24 0.39 1.75 5.18 1.44 0.96 0.29 4.05 4.13 3.02
Data as of 07/21/2025, 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
AGBRX (GLOBAL BOND FUND R CLASS) -5.42%
Oct 2020 - Oct 2023
-1.46%
Jun 2019 - Jun 2024
0.40%
Oct 2013 - Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGBRX (GLOBAL BOND FUND R CLASS) 4.21%
Jan 2017 - Jan 2020
3.56%
Dec 2015 - Dec 2020
1.77%
Mar 2012 - Mar 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart