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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GAFYX (ASG GLOBAL ALTERNATIVES FUND CLASS Y) 2.69% 4.24% 6.00% 4.44% 1.98% 3.32% NA 3.40%
Data as of 07/08/2025, AR inception is 10/02/2008
More Performance Analytics Comparison
Name Start Date End Date
GAFYX (ASG GLOBAL ALTERNATIVES FUND CLASS Y) 10/02/2008 07/08/2025
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
Annualized Return (%) 0.18 4.24 6.00 4.44 1.98 3.32 NA 3.40 2.69 9.56 3.77 -0.49 1.29 -2.31 10.49 -6.21 11.13 -4.23 -2.38 3.77 16.05 3.68 -6.49 9.27 10.86 -2.50
Sharpe Ratio NA 0.16 0.43 0.36 0.05 NA NA 0.34 0.33 0.44 -0.09 -0.26 0.17 -0.33 2.02 -1.00 2.27 -0.67 -0.27 0.50 2.25 0.53 -0.77 1.19 1.51 -1.48
Standard Deviation(%) NA 8.56 6.60 6.80 6.83 NA NA 7.11 8.93 6.80 5.38 7.14 7.51 7.56 4.49 7.58 4.64 6.58 8.81 7.43 7.11 6.85 8.51 7.74 7.11 6.72
Draw Down(%) NA 9.74 9.74 9.74 17.26 NA NA 19.49 9.74 6.12 3.79 4.61 4.73 13.35 2.62 10.85 1.90 10.34 11.14 6.64 4.72 9.24 10.15 6.65 3.70 4.00
Yield(%) 0.00 0.00 4.58 3.32 1.90 2.97 2.38 2.98 0.00 0.00 5.18 8.69 0.00 2.44 1.25 1.27 0.82 0.00 3.34 5.23 9.00 0.00 0.58 4.20 1.77 0.40
Data as of 07/08/2025, AR inception is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GAFYX (ASG GLOBAL ALTERNATIVES FUND CLASS Y) -1.59%
May 2015 - May 2018
-1.70%
Mar 2015 - Mar 2020
1.10%
Apr 2015 - Apr 2025
2.85%
Apr 2010 - Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GAFYX (ASG GLOBAL ALTERNATIVES FUND CLASS Y) 11.36%
May 2012 - May 2015
7.56%
May 2010 - May 2015
3.91%
Apr 2009 - Apr 2019
3.44%
Mar 2009 - Mar 2024
Annualized Rolling Returns Comparison Chart