Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AGFZX (361 GLOBAL COUNTER-TREND FUND CLASS I) NA 14.58% 0.56% 2.08% NA NA NA
Data as of 04/12/2021, Common starting date is 02/14/2014
More Performance Analytics Comparison
Name Start Date End Date
AGFZX (361 GLOBAL COUNTER-TREND FUND CLASS I) 02/14/2014 04/12/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 14.58 0.56 2.08 NA NA NA 3.79 -6.79 4.45 -4.43 3.08 8.06 2.69 -3.40
Sharpe Ratio NA 1.51 -0.02 0.09 NA NA NA 3.34 -0.25 0.30 -0.42 0.38 0.73 0.17 -0.46
Standard Deviation(%) NA 10.24 18.12 15.10 NA NA NA 4.42 27.54 10.18 13.58 6.50 10.69 15.90 8.51
Draw Down(%) NA 7.97 25.02 25.18 NA NA NA 0.86 25.02 10.51 10.78 6.26 6.49 15.70 11.74
Yield(%) 0.00 0.00 0.02 1.59 0.83 0.55 0.41 0.00 0.00 0.07 0.00 5.14 2.75 0.00 0.00
Data as of 04/12/2021, Common starting date is 02/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGFZX (361 GLOBAL COUNTER-TREND FUND CLASS I) -3.29%
Apr 2017 – Apr 2020
0.72%
May 2015 – May 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGFZX (361 GLOBAL COUNTER-TREND FUND CLASS I) 8.98%
Jan 2015 – Jan 2018
4.77%
Jan 2015 – Jan 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return