Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGESF (ageas SA/NV) | 11.21% | 29.46% | 29.21% | 11.78% | 11.99% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGESF (ageas SA/NV) | 05/16/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.11 | 29.46 | 29.21 | 11.78 | 11.99 | NA | NA | … | … | 11.21 | 53.51 | 23.75 | 5.24 | -12.35 | 38.03 | -25.15 | 26.72 | 20.66 | 9.47 | -6.24 | 32.34 | -14.71 | 75.43 | 1,532.72 |
| Sharpe Ratio | NA | 1.59 | 1.31 | 0.43 | 0.39 | NA | NA | … | … | 1.36 | 2.32 | 0.83 | 0.10 | -0.61 | 0.83 | -0.68 | 1.49 | 1.23 | 0.89 | -0.26 | 1.80 | -0.62 | 1.66 | 30.63 |
| Standard Deviation(%) | NA | 14.88 | 20.19 | 22.96 | 25.84 | NA | NA | … | … | 14.41 | 22.29 | 24.37 | 16.08 | 22.56 | 45.79 | 37.36 | 16.97 | 15.80 | 9.89 | 25.13 | 17.91 | 23.67 | 45.53 | 293.98 |
| Draw Down(%) | NA | 6.65 | 12.06 | 26.95 | 45.29 | NA | NA | … | … | 1.70 | 6.65 | 12.06 | 13.25 | 12.35 | 26.95 | 45.29 | 5.26 | 3.76 | 3.74 | 24.77 | 0.56 | 28.73 | 0.00 | 3.09 |
| Yield(%) | 0.00 | 6.05 | 8.12 | 5.46 | 6.41 | 149.49 | 112.12 | … | … | 2.64 | 8.18 | 12.60 | 7.51 | 8.45 | 7.80 | 5.12 | 4.96 | 5.66 | 0.00 | 4.28 | 4.90 | 4.54 | 9.74 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGESF (ageas SA/NV) |
-5.03%
Apr 2017 – Apr 2020 |
1.62%
Apr 2015 – Apr 2020 |
4.79%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGESF (ageas SA/NV) |
198.78%
Jun 2012 – Jun 2015 |
99.48%
Jun 2012 – Jun 2017 |
48.26%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart