Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGBRX (GLOBAL BOND FUND R CLASS) | -0.54% | 2.04% | 3.02% | -0.83% | 0.77% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGBRX (GLOBAL BOND FUND R CLASS) | 02/01/2012 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 2.04 | 3.02 | -0.83 | 0.77 | NA | NA | … | … | -0.54 | 0.93 | 1.65 | 6.00 | -13.35 | -2.40 | 3.65 | 8.39 | -0.82 | 3.25 | 3.54 | -0.43 | 6.26 | -1.55 | 4.55 |
| Sharpe Ratio | NA | 0.16 | 0.01 | -0.70 | -0.20 | NA | NA | … | … | -0.52 | -0.49 | -1.23 | 0.30 | -2.67 | -1.06 | 0.73 | 2.75 | -1.18 | 1.25 | 1.32 | -0.17 | 4.50 | -0.70 | 3.12 |
| Standard Deviation(%) | NA | 2.98 | 4.11 | 4.47 | 3.77 | NA | NA | … | … | 3.54 | 3.97 | 4.03 | 5.78 | 5.54 | 2.28 | 4.65 | 2.53 | 1.82 | 2.10 | 2.53 | 2.64 | 1.39 | 2.27 | 1.59 |
| Draw Down(%) | NA | 2.72 | 4.97 | 17.55 | 17.71 | NA | NA | … | … | 2.72 | 2.96 | 2.91 | 5.97 | 15.61 | 2.59 | 9.37 | 1.92 | 2.27 | 1.20 | 3.48 | 3.51 | 0.70 | 4.55 | 0.79 |
| Yield(%) | 0.00 | 3.55 | 2.72 | 2.66 | 2.31 | 2.32 | 1.74 | … | … | 0.16 | 4.23 | 2.22 | 1.47 | 5.53 | 1.24 | 0.39 | 1.75 | 5.18 | 1.44 | 0.96 | 0.29 | 4.05 | 4.13 | 3.02 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| AGBRX (GLOBAL BOND FUND R CLASS) |
-5.42%
Oct 2020 – Oct 2023 |
-1.46%
Jun 2019 – Jun 2024 |
0.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGBRX (GLOBAL BOND FUND R CLASS) |
4.39%
Oct 2022 – Oct 2025 |
3.56%
Dec 2015 – Dec 2020 |
1.77%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart