Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAGYX (AGGRESSIVE ALLOCATION FUND INSTITUTIONAL) | 10.95% | 24.89% | 19.27% | 9.07% | 11.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAGYX (AGGRESSIVE ALLOCATION FUND INSTITUTIONAL) | 11/23/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 24.89 | 19.27 | 9.07 | 11.73 | NA | NA | … | … | 10.95 | 19.96 | 15.72 | 20.93 | -19.33 | 15.14 | 15.74 | 27.25 | -9.95 | 25.93 | 6.53 | -2.91 |
| Sharpe Ratio | NA | 1.82 | 1.19 | 0.42 | 0.61 | NA | NA | … | … | 1.64 | 1.05 | 1.04 | 1.45 | -0.95 | 1.18 | 0.52 | 2.13 | -0.72 | 2.45 | 0.41 | -1.63 |
| Standard Deviation(%) | NA | 12.53 | 13.74 | 15.48 | 16.67 | NA | NA | … | … | 15.09 | 16.33 | 11.68 | 11.99 | 21.83 | 12.81 | 29.68 | 12.11 | 15.88 | 10.38 | 15.26 | 15.35 |
| Draw Down(%) | NA | 9.94 | 16.18 | 28.14 | 33.12 | NA | NA | … | … | 9.94 | 16.18 | 7.85 | 10.66 | 27.16 | 6.53 | 33.12 | 7.23 | 20.95 | 4.92 | 13.28 | 5.11 |
| Yield(%) | 0.00 | 11.77 | 7.70 | 6.76 | 8.78 | 5.92 | 4.44 | … | … | 0.00 | 12.56 | 4.05 | 4.35 | 9.49 | 8.53 | 6.69 | 13.97 | 3.60 | 8.57 | 9.46 | 20.70 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAGYX (AGGRESSIVE ALLOCATION FUND INSTITUTIONAL) |
1.55%
Mar 2017 – Mar 2020 |
3.32%
Sep 2017 – Sep 2022 |
10.50%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAGYX (AGGRESSIVE ALLOCATION FUND INSTITUTIONAL) |
21.93%
Sep 2022 – Sep 2025 |
15.01%
Jun 2016 – Jun 2021 |
12.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart