Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGCHX (GLOBAL SMALL CAP FUND C CLASS) | 6.05% | 11.74% | 10.26% | 0.70% | 10.56% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGCHX (GLOBAL SMALL CAP FUND C CLASS) | 04/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.08 | 11.74 | 10.26 | 0.70 | 10.56 | NA | NA | … | … | 6.05 | 12.24 | 11.42 | 9.07 | -30.22 | 17.28 | 44.89 | 33.76 | -13.69 | 37.60 | 8.59 |
| Sharpe Ratio | NA | 0.57 | 0.44 | -0.07 | 0.43 | NA | NA | … | … | 0.70 | 0.47 | 0.47 | 0.33 | -1.18 | 0.87 | 1.22 | 2.33 | -0.84 | 4.17 | 0.82 |
| Standard Deviation(%) | NA | 18.82 | 18.79 | 20.56 | 20.87 | NA | NA | … | … | 23.10 | 20.49 | 16.69 | 16.42 | 27.00 | 19.79 | 36.30 | 13.88 | 17.96 | 8.90 | 13.91 |
| Draw Down(%) | NA | 13.88 | 23.45 | 40.19 | 40.19 | NA | NA | … | … | 13.88 | 20.97 | 10.65 | 17.76 | 34.62 | 13.06 | 40.15 | 7.73 | 29.40 | 2.78 | 8.68 |
| Yield(%) | 0.00 | 0.00 | 0.37 | 3.22 | 6.51 | 4.60 | 3.45 | … | … | 0.00 | 0.00 | 1.08 | 0.00 | 0.00 | 18.63 | 6.99 | 6.63 | 1.95 | 6.66 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGCHX (GLOBAL SMALL CAP FUND C CLASS) |
-6.51%
Apr 2021 – Apr 2024 |
0.59%
Mar 2021 – Mar 2026 |
11.20%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGCHX (GLOBAL SMALL CAP FUND C CLASS) |
31.48%
Dec 2018 – Dec 2021 |
22.68%
Oct 2016 – Oct 2021 |
11.20%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart