Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
AGYCX (GLOBAL GOLD FUND C CLASS) | 53.40% | 46.30% | 27.15% | 3.88% | 13.90% | 0.75% | NA | 1.62% |
Data as of 08/01/2025, AR inception is 10/03/2007
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
AGYCX (GLOBAL GOLD FUND C CLASS) | 10/03/2007 | 08/01/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -2.78 | 46.30 | 27.15 | 3.88 | 13.90 | 0.75 | NA | 1.62 | 53.40 | 13.94 | 6.45 | -13.35 | -9.78 | 17.78 | 36.47 | -8.38 | 9.59 | 51.69 | -23.54 | -12.73 | -51.77 | -8.80 | -20.28 | 43.41 | 41.89 | -27.21 | 6.52 |
Sharpe Ratio | NA | 1.58 | 0.87 | 0.09 | 0.37 | NA | NA | 0.02 | 3.54 | 0.25 | 0.08 | -0.41 | -0.37 | 0.36 | 1.44 | -0.44 | 0.38 | 1.15 | -0.59 | -0.35 | -1.20 | -0.30 | -0.60 | 1.44 | 0.86 | -0.39 | 0.70 |
Standard Deviation(%) | NA | 32.26 | 31.41 | 31.42 | 33.39 | NA | NA | 38.20 | 34.73 | 28.97 | 28.04 | 36.02 | 26.60 | 48.13 | 24.35 | 22.13 | 23.98 | 44.63 | 40.08 | 36.86 | 43.10 | 29.79 | 34.10 | 30.11 | 48.38 | 72.13 | 39.58 |
Draw Down(%) | NA | 21.35 | 29.20 | 52.89 | 52.89 | NA | NA | 79.59 | 11.88 | 21.35 | 29.20 | 46.86 | 26.74 | 33.97 | 15.63 | 27.92 | 19.22 | 39.58 | 40.14 | 39.33 | 54.54 | 32.70 | 26.25 | 19.77 | 21.01 | 70.51 | 19.31 |
Yield(%) | 0.00 | 0.49 | 0.61 | 0.39 | 1.95 | 1.74 | 1.79 | 2.10 | 0.00 | 0.60 | 0.63 | 0.36 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 13.44 | 0.00 | 2.01 | 0.00 | 0.14 | 5.37 | 14.33 | 0.00 | 8.24 | 0.00 |
Data as of 08/01/2025, AR inception is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AGYCX (GLOBAL GOLD FUND C CLASS) |
-34.92%
Sep 2012 - Sep 2015 |
-25.21%
Dec 2010 - Dec 2015 |
-7.86%
Sep 2012 - Sep 2022 |
-4.02%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AGYCX (GLOBAL GOLD FUND C CLASS) |
43.42%
Oct 2008 - Oct 2011 |
24.22%
Jul 2015 - Jul 2020 |
13.31%
Jul 2015 - Jul 2025 |
2.15%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison Chart