Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGTFX (MORNINGSTAR AGGRESSIVE GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 9.98% | 26.36% | 18.79% | 8.22% | 10.30% | 8.80% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGTFX (MORNINGSTAR AGGRESSIVE GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 01/17/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.95 | 26.36 | 18.79 | 8.22 | 10.30 | 8.80 | NA | … | … | 9.98 | 20.04 | 14.59 | 16.87 | -16.45 | 15.90 | 10.79 | 22.17 | -9.33 | 19.60 | 11.40 | -2.83 | 4.47 | 18.12 | 14.20 | -5.04 | 15.20 | 26.33 | -30.65 |
| Sharpe Ratio | NA | 2.30 | 1.25 | 0.44 | 0.56 | NA | NA | … | … | 2.23 | 1.05 | 0.96 | 1.10 | -0.87 | 1.28 | 0.33 | 2.04 | -0.79 | 2.80 | 0.84 | -0.21 | 0.46 | 1.79 | 1.19 | -0.22 | 0.88 | 0.97 | -0.85 |
| Standard Deviation(%) | NA | 12.33 | 13.76 | 15.12 | 16.35 | NA | NA | … | … | 14.95 | 16.47 | 11.43 | 12.13 | 20.63 | 12.39 | 32.11 | 10.13 | 13.60 | 6.79 | 13.24 | 13.32 | 9.69 | 10.08 | 12.03 | 22.74 | 17.20 | 27.04 | 38.33 |
| Draw Down(%) | NA | 9.23 | 16.14 | 24.46 | 34.57 | NA | NA | … | … | 9.23 | 16.14 | 7.84 | 10.71 | 22.70 | 6.77 | 34.57 | 6.10 | 18.28 | 2.08 | 9.51 | 12.74 | 8.20 | 7.69 | 10.27 | 21.41 | 12.74 | 26.15 | 47.38 |
| Yield(%) | 0.00 | 8.81 | 6.04 | 3.61 | 5.81 | 5.37 | 4.18 | … | … | 0.00 | 9.22 | 3.10 | 4.08 | 1.35 | 1.26 | 4.56 | 5.87 | 9.30 | 7.96 | 6.63 | 2.70 | 1.80 | 2.03 | 1.29 | 0.97 | 0.30 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGTFX (MORNINGSTAR AGGRESSIVE GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
-1.45%
Mar 2017 – Mar 2020 |
1.25%
Mar 2015 – Mar 2020 |
4.93%
Mar 2010 – Mar 2020 |
4.77%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGTFX (MORNINGSTAR AGGRESSIVE GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
22.54%
Feb 2009 – Feb 2012 |
18.30%
Feb 2009 – Feb 2014 |
11.85%
Feb 2009 – Feb 2019 |
10.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart