Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASTAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND C CLASS) | 6.99% | 17.49% | 14.11% | 3.43% | 6.94% | 6.62% | 5.94% | … | … |
Data as of 06/03/2026, Common starting date is 12/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASTAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND C CLASS) | 12/13/2001 | 06/03/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.49 | 14.11 | 3.43 | 6.94 | 6.62 | 5.94 | … | … | 6.99 | 14.68 | 12.00 | 14.14 | -19.43 | 1.89 | 10.56 | 23.15 | -8.45 | 17.97 | 5.55 | -2.48 | 6.03 | 18.55 | 13.82 | -2.77 | 14.67 | 24.58 | -34.34 | 13.77 | 12.86 | 6.80 | 10.33 | 26.96 | -15.03 | 1.98 |
| Sharpe Ratio | NA | 1.56 | 1.00 | 0.07 | 0.37 | NA | NA | … | … | 1.31 | 0.89 | 0.87 | 1.04 | -1.09 | 0.12 | 0.38 | 2.26 | -0.80 | 3.19 | 0.45 | -0.21 | 0.64 | 2.04 | 1.27 | -0.14 | 0.94 | 1.22 | -1.20 | 0.80 | 0.99 | 0.59 | 1.07 | 2.37 | -1.10 | 8.72 |
| Standard Deviation(%) | NA | 10.27 | 11.39 | 14.09 | 14.61 | NA | NA | … | … | 12.51 | 13.34 | 9.61 | 10.22 | 19.26 | 15.68 | 27.16 | 9.58 | 12.37 | 5.46 | 11.89 | 11.95 | 9.32 | 9.10 | 10.96 | 19.76 | 15.47 | 20.12 | 29.33 | 13.28 | 9.61 | 7.67 | 8.74 | 11.07 | 14.73 | 6.37 |
| Draw Down(%) | NA | 8.28 | 13.93 | 32.24 | 32.24 | NA | NA | … | … | 8.28 | 13.93 | 5.50 | 10.03 | 23.14 | 11.94 | 30.19 | 5.19 | 17.69 | 1.54 | 10.14 | 11.76 | 7.44 | 6.86 | 9.33 | 18.40 | 12.06 | 19.01 | 43.55 | 8.85 | 11.29 | 6.36 | 8.19 | 9.84 | 22.69 | 0.47 |
| Yield(%) | 0.00 | 6.28 | 5.22 | 2.67 | 5.19 | 5.69 | 5.30 | … | … | 0.00 | 6.57 | 6.39 | 1.58 | 0.54 | 0.57 | 0.00 | 15.58 | 9.81 | 9.43 | 2.03 | 7.05 | 10.83 | 12.09 | 4.88 | 0.00 | 0.50 | 0.00 | 0.93 | 14.34 | 7.08 | 4.63 | 0.00 | 0.00 | 0.25 | 1.49 |
Data as of 06/03/2026, Common starting date is 12/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND C CLASS) |
-10.53%
Feb 2006 – Feb 2009 |
-3.34%
Feb 2004 – Feb 2009 |
3.18%
Oct 2013 – Oct 2023 |
2.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND C CLASS) |
19.86%
Feb 2009 – Feb 2012 |
16.73%
Feb 2009 – Feb 2014 |
10.69%
Feb 2009 – Feb 2019 |
8.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart