Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAARX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R CLASS) | 4.62% | 14.08% | 13.25% | 3.31% | 7.39% | 7.22% | 6.60% | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAARX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R CLASS) | 04/08/2005 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.48 | 14.08 | 13.25 | 3.31 | 7.39 | 7.22 | 6.60 | … | … | 4.62 | 15.32 | 12.53 | 14.66 | -18.95 | 2.83 | 11.31 | 23.85 | -7.57 | 18.49 | 6.12 | -1.94 | 6.54 | 19.24 | 14.30 | -2.31 | 15.16 | 25.22 | -34.02 | 14.49 | 13.14 | 2.88 |
| Sharpe Ratio | NA | 1.26 | 0.94 | 0.07 | 0.40 | NA | NA | … | … | 0.83 | 0.93 | 0.92 | 1.07 | -1.06 | 0.18 | 0.41 | 2.35 | -0.71 | 3.27 | 0.49 | -0.17 | 0.70 | 2.11 | 1.33 | -0.12 | 0.99 | 1.24 | -1.18 | 0.86 | 1.01 | 0.16 |
| Standard Deviation(%) | NA | 10.62 | 11.48 | 14.08 | 14.57 | NA | NA | … | … | 12.88 | 13.36 | 9.65 | 10.38 | 19.21 | 15.41 | 26.85 | 9.52 | 12.60 | 5.49 | 11.94 | 11.92 | 9.36 | 9.09 | 10.83 | 20.06 | 15.28 | 20.29 | 29.57 | 13.31 | 9.64 | 9.53 |
| Draw Down(%) | NA | 8.37 | 13.88 | 31.72 | 31.72 | NA | NA | … | … | 8.37 | 13.88 | 5.53 | 9.92 | 22.94 | 11.50 | 30.05 | 5.06 | 17.38 | 1.62 | 10.08 | 11.55 | 7.44 | 6.89 | 9.27 | 18.17 | 11.66 | 19.01 | 43.43 | 8.83 | 11.14 | 5.18 |
| Yield(%) | 0.00 | 6.50 | 5.53 | 3.01 | 5.68 | 6.26 | 5.95 | … | … | 0.00 | 6.88 | 6.71 | 2.09 | 0.94 | 1.13 | 0.23 | 15.85 | 10.52 | 9.85 | 2.53 | 7.41 | 10.72 | 12.55 | 5.01 | 0.44 | 0.70 | 0.26 | 1.25 | 14.91 | 7.64 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAARX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R CLASS) |
-10.15%
Feb 2006 – Feb 2009 |
0.12%
Oct 2007 – Oct 2012 |
3.82%
Oct 2013 – Oct 2023 |
3.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAARX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R CLASS) |
20.46%
Feb 2009 – Feb 2012 |
17.32%
Feb 2009 – Feb 2014 |
11.30%
Feb 2009 – Feb 2019 |
8.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart