Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGWUX (GROWTH FUND R5 CLASS) | 4.57% | 7.36% | 21.96% | 14.62% | NA | NA | NA | 17.40% |
Data as of 07/16/2025, AR inception is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGWUX (GROWTH FUND R5 CLASS) | 04/11/2017 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 7.36 | 21.96 | 14.62 | NA | NA | NA | 17.40 | 4.57 | 26.46 | 43.59 | -31.26 | 28.12 | 35.50 | 35.63 | -1.33 | 19.05 |
| Sharpe Ratio | NA | 0.17 | 0.84 | 0.54 | NA | NA | NA | 0.67 | 0.16 | 1.31 | 2.55 | -1.07 | 1.59 | 0.98 | 2.34 | -0.13 | 2.99 |
| Standard Deviation(%) | NA | 25.27 | 21.40 | 22.38 | NA | NA | NA | 22.66 | 29.55 | 17.39 | 15.79 | 30.74 | 17.67 | 35.64 | 14.59 | 20.66 | 8.88 |
| Draw Down(%) | NA | 24.14 | 24.14 | 34.81 | NA | NA | NA | 34.81 | 23.93 | 13.89 | 9.18 | 34.39 | 10.67 | 30.67 | 7.93 | 22.25 | 3.14 |
| Yield(%) | 0.00 | 5.59 | 5.59 | 6.94 | 8.05 | 5.37 | 4.03 | 10.07 | 0.00 | 6.99 | 6.41 | 3.18 | 11.30 | 6.59 | 7.27 | 11.80 | 11.09 |
Data as of 07/16/2025, AR inception is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGWUX (GROWTH FUND R5 CLASS) |
6.07%
Dec 2019 - Dec 2022 |
9.81%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGWUX (GROWTH FUND R5 CLASS) |
33.04%
Dec 2018 - Dec 2021 |
18.37%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart