Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAGDX (AGGRESSIVE GROWTH PORTFOLIO CLASS A) | 10.69% | 37.92% | 38.49% | 18.39% | 18.66% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAGDX (AGGRESSIVE GROWTH PORTFOLIO CLASS A) | 06/01/2016 | 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.62 | 37.92 | 38.49 | 18.39 | 18.66 | NA | NA | … | … | 10.69 | 36.57 | 44.15 | 38.39 | -26.25 | 24.53 | 37.32 | 27.57 | -12.62 | 20.86 | 8.90 |
| Sharpe Ratio | NA | 2.40 | 1.68 | 0.68 | NA | NA | NA | … | … | 1.86 | 1.23 | 1.96 | 1.81 | -0.87 | 1.17 | 0.90 | 1.46 | -0.64 | 2.04 | 0.97 |
| Standard Deviation(%) | NA | 17.06 | 22.38 | 24.32 | NA | NA | NA | … | … | 18.46 | 27.61 | 20.71 | 19.37 | 31.95 | 20.88 | 41.03 | 17.88 | 22.07 | 9.95 | 15.85 |
| Draw Down(%) | NA | 9.16 | 26.37 | 36.66 | NA | NA | NA | … | … | 9.16 | 26.37 | 12.17 | 11.83 | 34.15 | 8.52 | 38.03 | 13.04 | 26.26 | 5.18 | 10.04 |
| Yield(%) | 0.00 | 0.04 | 4.01 | 4.18 | 8.75 | 5.88 | 4.41 | … | … | 0.00 | 0.04 | 7.60 | 3.51 | 5.16 | 7.98 | 17.60 | 9.88 | 9.50 | 9.32 | 15.70 |
Data as of 06/05/2026, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAGDX (AGGRESSIVE GROWTH PORTFOLIO CLASS A) |
-1.08%
Mar 2017 – Mar 2020 |
6.05%
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 |
|---|---|---|---|---|
| PAGDX (AGGRESSIVE GROWTH PORTFOLIO CLASS A) |
42.22%
Sep 2022 – Sep 2025 |
25.86%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart