Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGGDX (GLOBAL GROWTH FUND R6 CLASS) | 14.49% | 16.01% | 15.87% | 9.93% | 10.55% | NA | NA | 12.04% |
Data as of 07/18/2025, AR inception is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGDX (GLOBAL GROWTH FUND R6 CLASS) | 07/29/2013 | 07/18/2025 |
| 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 16.01 | 15.87 | 9.93 | 10.55 | NA | NA | 12.04 | 14.49 | 14.34 | 19.00 | -22.57 | 14.23 | 28.43 | 36.60 | -6.14 | 28.02 | -0.96 | 2.79 | 2.29 | 15.50 |
| Sharpe Ratio | NA | 0.65 | 0.68 | 0.45 | 0.48 | NA | NA | 0.55 | 1.11 | 0.76 | 1.10 | -0.91 | 1.01 | 0.85 | 2.70 | -0.45 | 3.64 | -0.07 | 0.18 | 0.18 | 3.72 |
| Standard Deviation(%) | NA | 19.88 | 18.28 | 18.41 | 18.95 | NA | NA | 18.03 | 22.82 | 14.03 | 14.10 | 26.39 | 14.05 | 33.07 | 13.02 | 16.82 | 7.55 | 16.34 | 15.41 | 12.68 | 10.75 |
| Draw Down(%) | NA | 17.76 | 19.98 | 30.94 | 32.05 | NA | NA | 32.05 | 17.76 | 7.95 | 12.07 | 29.87 | 6.65 | 32.05 | 6.34 | 20.01 | 2.35 | 14.99 | 11.96 | 10.21 | 3.67 |
| Yield(%) | 0.00 | 12.91 | 9.96 | 9.83 | 9.82 | 8.31 | 6.23 | 11.34 | 0.00 | 14.72 | 4.56 | 8.57 | 13.22 | 12.14 | 20.07 | 9.79 | 14.23 | 0.57 | 8.47 | 7.76 | 2.49 |
Data as of 07/18/2025, AR inception is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGDX (GLOBAL GROWTH FUND R6 CLASS) |
0.45%
Apr 2021 - Apr 2024 |
4.59%
Dec 2013 - Dec 2018 |
7.97%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGDX (GLOBAL GROWTH FUND R6 CLASS) |
26.08%
Dec 2018 - Dec 2021 |
19.39%
Oct 2016 - Oct 2021 |
10.88%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart