Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGLCX (GLOBAL GROWTH FUND C CLASS) | 12.60% | 10.97% | 14.41% | 8.97% | 9.12% | 10.01% | 7.99% | 9.68% |
Data as of 07/14/2025, AR inception is 04/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLCX (GLOBAL GROWTH FUND C CLASS) | 04/09/2003 | 07/14/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 10.97 | 14.41 | 8.97 | 9.12 | 10.01 | 7.99 | 9.68 | 12.60 | -8.90 | 11.52 | -35.23 | -5.30 | 9.69 | 34.78 | -7.45 | 26.43 | -2.25 | 1.37 | 0.94 | 29.59 | 16.23 | -7.12 | 11.73 | 31.56 | -43.48 | 19.15 | 17.12 | 16.84 | 14.11 | 37.32 |
| Sharpe Ratio | NA | 0.40 | 0.54 | 0.37 | 0.41 | NA | NA | 0.43 | 0.94 | -0.59 | 0.49 | -1.21 | -0.26 | 0.26 | 2.56 | -0.52 | 3.39 | -0.15 | 0.09 | 0.07 | 2.45 | 1.12 | -0.27 | 0.56 | 1.27 | -1.13 | 0.88 | 1.01 | 1.54 | 1.01 | 4.14 |
| Standard Deviation(%) | NA | 19.98 | 18.38 | 18.48 | 19.00 | NA | NA | 19.49 | 23.22 | 26.30 | 14.95 | 30.37 | 20.58 | 35.89 | 13.05 | 16.84 | 7.64 | 16.33 | 15.47 | 12.76 | 12.04 | 14.53 | 26.73 | 20.76 | 24.83 | 39.26 | 18.48 | 13.71 | 9.55 | 13.09 | 12.98 |
| Draw Down(%) | NA | 17.96 | 20.14 | 31.72 | 32.11 | NA | NA | 56.46 | 17.96 | 23.31 | 12.31 | 36.49 | 19.56 | 32.66 | 6.41 | 20.46 | 2.37 | 15.10 | 12.16 | 10.47 | 8.05 | 12.28 | 23.32 | 15.26 | 21.69 | 51.70 | 11.90 | 17.29 | 6.16 | 14.15 | 4.07 |
| Yield(%) | 0.00 | 19.76 | 13.88 | 12.84 | 10.84 | 12.40 | 9.79 | 14.58 | 0.00 | 22.86 | 5.73 | 11.63 | 17.53 | 16.01 | 24.45 | 10.69 | 16.36 | 0.66 | 9.08 | 8.19 | 3.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.90 | 21.10 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2025, AR inception is 04/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLCX (GLOBAL GROWTH FUND C CLASS) |
-13.62%
Feb 2006 - Feb 2009 |
-3.58%
Oct 2007 - Oct 2012 |
3.24%
Oct 2007 - Oct 2017 |
4.17%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLCX (GLOBAL GROWTH FUND C CLASS) |
24.41%
Dec 2018 - Dec 2021 |
19.29%
Feb 2009 - Feb 2014 |
13.42%
Sep 2011 - Sep 2021 |
11.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart