Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGFGX (GLOBAL GROWTH FUND R5 CLASS) | 13.12% | 12.67% | 14.55% | 10.47% | NA | NA | NA | 12.90% |
Data as of 07/11/2025, AR inception is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGFGX (GLOBAL GROWTH FUND R5 CLASS) | 04/11/2017 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 12.67 | 14.55 | 10.47 | NA | NA | NA | 12.90 | 13.12 | 14.13 | 18.90 | -22.66 | 14.01 | 28.24 | 38.31 | -6.28 | 17.35 |
| Sharpe Ratio | NA | 0.47 | 0.61 | 0.44 | NA | NA | NA | 0.55 | 1.02 | 0.75 | 1.08 | -0.92 | 0.99 | 0.84 | 2.79 | -0.46 | 3.22 |
| Standard Deviation(%) | NA | 19.96 | 18.35 | 18.46 | NA | NA | NA | 19.62 | 23.19 | 14.05 | 14.18 | 26.41 | 14.07 | 33.17 | 13.19 | 16.82 | 7.48 |
| Draw Down(%) | NA | 17.79 | 20.00 | 31.01 | NA | NA | NA | 32.07 | 17.79 | 7.95 | 12.10 | 29.91 | 6.65 | 32.07 | 6.38 | 20.01 | 2.29 |
| Yield(%) | 0.00 | 12.68 | 9.71 | 10.20 | 9.70 | 6.47 | 4.85 | 12.13 | 0.00 | 14.68 | 4.43 | 8.53 | 13.15 | 12.20 | 21.64 | 9.48 | 12.39 |
Data as of 07/11/2025, AR inception is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFGX (GLOBAL GROWTH FUND R5 CLASS) |
0.28%
Apr 2021 - Apr 2024 |
7.26%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFGX (GLOBAL GROWTH FUND R5 CLASS) |
26.46%
Dec 2018 - Dec 2021 |
13.21%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart