Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGFMF (AGF Management Limited) | 4.94% | 43.34% | 38.19% | 18.97% | 18.32% | 1.66% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGFMF (AGF Management Limited) | 04/05/2010 | 06/05/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.22 | 43.34 | 38.19 | 18.97 | 18.32 | 1.66 | NA | … | … | 4.94 | 67.01 | 45.82 | 12.29 | -15.13 | 43.16 | 0.05 | 57.86 | -45.65 | 48.37 | 46.42 | -51.39 | -35.60 | 27.08 | -34.35 | -21.40 | 6.28 |
| Sharpe Ratio | NA | 1.47 | 1.09 | 0.53 | 0.44 | NA | NA | … | … | 0.37 | 2.09 | 1.00 | 0.32 | -0.53 | 1.48 | 0.00 | 1.76 | -1.85 | 1.39 | 1.12 | -1.21 | -1.13 | 1.00 | -1.46 | -0.82 | 0.26 |
| Standard Deviation(%) | NA | 35.51 | 35.47 | 34.25 | 38.27 | NA | NA | … | … | 46.34 | 30.89 | 42.01 | 27.01 | 30.84 | 29.57 | 73.09 | 32.10 | 25.55 | 34.43 | 41.10 | 42.35 | 31.52 | 27.03 | 23.74 | 26.29 | 32.60 |
| Draw Down(%) | NA | 24.29 | 26.55 | 33.45 | 68.75 | NA | NA | … | … | 24.29 | 22.14 | 26.55 | 29.10 | 31.76 | 18.80 | 66.54 | 17.35 | 46.27 | 20.61 | 24.12 | 52.85 | 40.10 | 15.94 | 48.82 | 33.30 | 27.98 |
| Yield(%) | 0.00 | 4.18 | 5.99 | 4.82 | 7.28 | 1.47 | 1.22 | … | … | 1.60 | 4.72 | 4.71 | 6.24 | 5.43 | 5.83 | 5.18 | 7.24 | 4.40 | 5.32 | 4.99 | 6.41 | 7.94 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFMF (AGF Management Limited) |
-32.04%
Jan 2013 – Jan 2016 |
-29.10%
Jan 2011 – Jan 2016 |
-11.87%
May 2010 – May 2020 |
1.05%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFMF (AGF Management Limited) |
46.17%
Mar 2020 – Mar 2023 |
33.12%
Mar 2020 – Mar 2025 |
23.71%
Jan 2016 – Jan 2026 |
2.88%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart