Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGYGX (GLOBAL GROWTH FUND Y CLASS) | 6.20% | 12.63% | 15.10% | 6.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGYGX (GLOBAL GROWTH FUND Y CLASS) | 04/17/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.63 | 15.10 | 6.01 | NA | NA | NA | … | … | 6.20 | 8.70 | 14.32 | 18.96 | -22.54 | 14.20 | 28.38 | 36.66 | -6.18 | 17.54 |
| Sharpe Ratio | NA | 0.78 | 0.76 | 0.20 | NA | NA | NA | … | … | 0.73 | 0.29 | 0.77 | 1.09 | -0.91 | 1.01 | 0.84 | 2.71 | -0.45 | 3.35 |
| Standard Deviation(%) | NA | 14.54 | 15.92 | 18.26 | NA | NA | NA | … | … | 18.24 | 20.76 | 13.94 | 14.11 | 26.46 | 14.04 | 33.22 | 12.99 | 16.86 | 7.41 |
| Draw Down(%) | NA | 14.00 | 17.72 | 31.01 | NA | NA | NA | … | … | 14.00 | 17.72 | 8.01 | 12.05 | 29.90 | 6.70 | 32.08 | 6.34 | 19.99 | 2.28 |
| Yield(%) | 0.00 | 8.61 | 9.65 | 7.86 | 10.52 | 7.02 | 5.26 | … | … | 0.00 | 9.44 | 14.69 | 4.55 | 8.55 | 13.20 | 12.12 | 20.03 | 9.67 | 12.35 |
Data as of 06/04/2026, Common starting date is 04/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGYGX (GLOBAL GROWTH FUND Y CLASS) |
0.45%
Apr 2021 – Apr 2024 |
4.65%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGYGX (GLOBAL GROWTH FUND Y CLASS) |
26.07%
Dec 2018 – Dec 2021 |
13.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart