Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASAUX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R5 CLASS) | 5.82% | 16.91% | 14.85% | 7.31% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASAUX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R5 CLASS) | 04/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | 16.91 | 14.85 | 7.31 | NA | NA | NA | … | … | 5.82 | 16.16 | 13.36 | 15.35 | -15.19 | 15.16 | 18.64 | 24.69 | -7.70 | 12.84 |
| Sharpe Ratio | NA | 1.69 | 1.12 | 0.41 | NA | NA | NA | … | … | 1.40 | 1.01 | 1.01 | 1.14 | -0.90 | 1.41 | 0.70 | 2.47 | -0.73 | 3.22 |
| Standard Deviation(%) | NA | 10.30 | 11.38 | 12.95 | NA | NA | NA | … | … | 12.67 | 13.20 | 9.65 | 10.33 | 18.60 | 10.72 | 26.33 | 9.41 | 12.42 | 5.43 |
| Draw Down(%) | NA | 8.26 | 13.73 | 23.43 | NA | NA | NA | … | … | 8.26 | 13.73 | 5.40 | 9.84 | 22.37 | 5.21 | 30.04 | 5.01 | 16.80 | 1.64 |
| Yield(%) | 0.00 | 7.49 | 6.56 | 6.42 | 7.78 | 5.18 | 3.89 | … | … | 0.00 | 7.88 | 7.68 | 2.93 | 4.63 | 13.80 | 7.52 | 17.17 | 10.60 | 10.21 |
Data as of 06/05/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASAUX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R5 CLASS) |
2.15%
Apr 2021 – Apr 2024 |
4.97%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASAUX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R5 CLASS) |
19.43%
Dec 2018 – Dec 2021 |
13.02%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart