Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAAUX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R6 CLASS) | 5.14% | 15.15% | 14.27% | 7.27% | 10.42% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAAUX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R6 CLASS) | 07/29/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.33 | 15.15 | 14.27 | 7.27 | 10.42 | NA | NA | … | … | 5.14 | 9.18 | 13.47 | 15.63 | -15.15 | 15.42 | 18.74 | 24.79 | -7.58 | 19.54 | 6.99 | -1.02 | 7.38 | 8.40 |
| Sharpe Ratio | NA | 1.36 | 1.03 | 0.38 | 0.63 | NA | NA | … | … | 0.93 | 0.43 | 1.03 | 1.17 | -0.89 | 1.41 | 0.70 | 2.47 | -0.72 | 3.57 | 0.57 | -0.09 | 0.80 | 2.49 |
| Standard Deviation(%) | NA | 10.60 | 11.43 | 13.02 | 13.95 | NA | NA | … | … | 12.92 | 14.97 | 9.56 | 10.35 | 18.65 | 10.89 | 26.35 | 9.46 | 12.47 | 5.32 | 11.83 | 11.96 | 9.19 | 8.30 |
| Draw Down(%) | NA | 8.30 | 13.69 | 23.38 | 30.03 | NA | NA | … | … | 8.30 | 13.69 | 5.54 | 9.74 | 22.36 | 5.22 | 30.03 | 5.02 | 16.60 | 1.52 | 10.10 | 11.32 | 7.40 | 3.56 |
| Yield(%) | 0.00 | 7.64 | 6.69 | 6.57 | 8.84 | 7.05 | 5.29 | … | … | 0.00 | 8.11 | 7.88 | 3.13 | 4.78 | 14.05 | 7.72 | 17.23 | 10.78 | 11.01 | 3.50 | 8.34 | 11.58 | 12.23 |
Data as of 06/10/2026, Common starting date is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAAUX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R6 CLASS) |
2.08%
Mar 2017 – Mar 2020 |
2.94%
Mar 2015 – Mar 2020 |
6.72%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAAUX (STRATEGIC ALLOCATION: AGGRESSIVE FUND R6 CLASS) |
19.59%
Dec 2018 – Dec 2021 |
13.96%
Oct 2016 – Oct 2021 |
11.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart