Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGCHX (GLOBAL SMALL CAP FUND C CLASS) | 7.00% | 6.93% | 9.54% | 7.26% | NA | NA | NA | 11.48% |
Data as of 07/15/2025, AR inception is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGCHX (GLOBAL SMALL CAP FUND C CLASS) | 04/05/2016 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 6.93 | 9.54 | 7.26 | NA | NA | NA | 11.48 | 7.00 | 11.42 | 9.07 | -30.22 | 17.28 | 44.89 | 33.76 | -13.69 | 37.60 | 8.59 |
| Sharpe Ratio | NA | 0.30 | 0.32 | 0.27 | NA | NA | NA | 0.46 | 0.51 | 0.47 | 0.33 | -1.18 | 0.87 | 1.22 | 2.33 | -0.84 | 4.17 | 0.82 |
| Standard Deviation(%) | NA | 21.69 | 19.43 | 20.61 | NA | NA | NA | 20.87 | 24.17 | 16.69 | 16.42 | 27.00 | 19.79 | 36.30 | 13.88 | 17.96 | 8.90 | 13.91 |
| Draw Down(%) | NA | 23.45 | 23.45 | 40.19 | NA | NA | NA | 40.19 | 20.97 | 10.65 | 17.76 | 34.62 | 13.06 | 40.15 | 7.73 | 29.40 | 2.78 | 8.68 |
| Yield(%) | 0.00 | 0.96 | 0.39 | 6.17 | 6.91 | 4.61 | 3.45 | 7.68 | 0.00 | 1.08 | 0.00 | 0.00 | 18.63 | 6.99 | 6.63 | 1.95 | 6.66 | 0.00 |
Data as of 07/15/2025, AR inception is 04/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGCHX (GLOBAL SMALL CAP FUND C CLASS) |
-6.51%
Apr 2021 - Apr 2024 |
4.21%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGCHX (GLOBAL SMALL CAP FUND C CLASS) |
31.48%
Dec 2018 - Dec 2021 |
22.68%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart