Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PAGRX (AGGRESSIVE GROWTH PORTFOLIO CLASS I) 8.70% 28.18% 21.46% 16.59% 10.08% 11.28% 9.21% 11.07%
More Performance Analytics Comparison
Name Start Date End Date
PAGRX (AGGRESSIVE GROWTH PORTFOLIO CLASS I) 12/18/1991 05/13/2025
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 12/18/1991.
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 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991
Annualized Return (%) 9.51 28.18 21.46 16.59 10.08 11.28 9.21 11.07 8.70 37.30 34.95 -31.13 16.92 19.78 27.88 -12.41 19.96 13.51 -11.43 6.47 42.86 20.66 -7.52 17.75 30.73 -38.07 4.70 9.13 20.73 13.33 37.48 -24.69 1.02 0.41 31.60 13.88 32.63 14.53 27.81 0.97 20.05 17.68 10.37
Sharpe Ratio NA 0.49 0.59 0.44 0.30 NA NA 0.38 0.09 1.47 1.57 -1.00 0.77 0.44 1.48 -0.62 1.93 0.73 -0.63 0.42 2.96 1.21 -0.25 0.78 0.94 -0.85 0.09 0.38 1.17 0.81 1.78 -0.83 -0.05 -0.12 1.30 0.44 1.61 0.78 1.67 -0.14 1.48 1.02 100.17
Standard Deviation(%) NA 29.76 26.33 26.50 25.23 NA NA 23.41 40.44 20.94 19.72 32.70 21.83 43.92 17.87 22.07 10.03 18.20 18.27 15.19 14.46 17.16 29.64 22.78 32.65 45.49 18.30 15.42 15.88 15.29 20.65 30.96 29.23 30.65 21.83 24.12 18.00 13.98 14.31 13.90 12.13 14.90 21.33
Draw Down(%) NA 26.34 26.34 40.54 40.54 NA NA 55.87 26.34 12.16 11.78 34.02 14.29 38.01 13.02 26.18 5.13 13.47 17.68 10.46 8.14 15.14 28.23 20.50 27.18 50.91 14.42 15.47 9.47 12.56 13.34 40.49 28.00 19.61 16.50 29.84 12.55 15.26 12.72 12.93 7.18 12.33 1.20
Yield(%) 0.00 0.26 0.27 0.25 4.30 5.97 5.41 16.91 0.00 0.31 0.20 0.20 0.06 0.18 10.47 9.58 8.46 16.76 5.26 2.98 3.44 2.54 6.10 2.91 0.00 19.56 10.59 29.73 1.03 4.87 0.00 0.00 0.43 8.81 0.00 0.00 6.85 0.75 0.35 0.10 0.08 0.59 0.10
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PAGRX (AGGRESSIVE GROWTH PORTFOLIO CLASS I) -16.59%
Feb 2006 - Feb 2009 		-4.21%
Feb 2004 - Feb 2009 		0.63%
Aug 2000 - Aug 2010 		4.77%
Jan 2001 - Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PAGRX (AGGRESSIVE GROWTH PORTFOLIO CLASS I) 28.31%
Mar 1997 - Mar 2000 		24.09%
Jun 1994 - Jun 1999 		15.32%
Mar 1992 - Mar 2002 		14.11%
Jun 1992 - Jun 2007
Annualized Rolling Returns Comparison Chart