Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGAGX (GLOBAL ALLOCATION FUND C CLASS) | NA | 8.82% | 2.24% | 2.40% | NA | NA | NA | … | … |
Data as of 10/20/2017, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGAGX (GLOBAL ALLOCATION FUND C CLASS) | 02/01/2012 | 10/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 8.82 | 2.24 | 2.40 | NA | NA | NA | … | … | 10.85 | 3.32 | -6.26 | -1.62 | 5.13 | 6.14 |
| Sharpe Ratio | NA | 1.84 | 0.26 | 0.30 | NA | NA | NA | … | … | 3.16 | 0.34 | -0.73 | -0.26 | 0.69 | 0.73 |
| Standard Deviation(%) | NA | 4.52 | 7.80 | 7.44 | NA | NA | NA | … | … | 4.13 | 9.12 | 8.66 | 6.29 | 7.35 | 9.19 |
| Draw Down(%) | NA | 3.52 | 15.28 | 18.33 | NA | NA | NA | … | … | 1.64 | 6.47 | 10.63 | 8.04 | 6.90 | 8.45 |
| Yield(%) | 0.00 | 0.03 | 1.56 | 1.28 | 0.67 | 0.44 | 0.33 | … | … | 0.00 | 0.03 | 1.11 | 3.56 | 0.50 | 1.07 |
Data as of 10/20/2017, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAGX (GLOBAL ALLOCATION FUND C CLASS) |
-2.67%
Jan 2013 – Jan 2016 |
1.41%
Mar 2012 – Mar 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAGX (GLOBAL ALLOCATION FUND C CLASS) |
5.14%
May 2012 – May 2015 |
3.21%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart