Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGGRX (GLOBAL GROWTH FUND A CLASS) | 2.01% | 7.82% | 12.99% | -0.57% | 6.91% | 7.11% | 6.20% | … | … |
Data as of 06/05/2026, Common starting date is 11/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGRX (GLOBAL GROWTH FUND A CLASS) | 11/20/2001 | 06/05/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.61 | 7.82 | 12.99 | -0.57 | 6.91 | 7.11 | 6.20 | … | … | 2.01 | 16.29 | 13.60 | 18.35 | -31.80 | -0.61 | 13.90 | 35.78 | -6.73 | 27.33 | -1.55 | 2.13 | 1.66 | 30.61 | 17.08 | -6.35 | 12.49 | 32.45 | -42.96 | 20.00 | 17.89 | 17.89 | 14.88 | 34.13 | -20.48 | 2.27 |
| Sharpe Ratio | NA | 0.63 | 0.69 | -0.12 | 0.29 | NA | NA | … | … | 0.66 | 0.73 | 0.71 | 1.05 | -1.18 | -0.04 | 0.39 | 2.63 | -0.49 | 3.50 | -0.11 | 0.14 | 0.13 | 2.53 | 1.19 | -0.24 | 0.60 | 1.31 | -1.11 | 0.92 | 1.06 | 1.64 | 1.07 | 2.33 | -1.26 | 1.50 |
| Standard Deviation(%) | NA | 14.53 | 15.93 | 19.48 | 19.63 | NA | NA | … | … | 17.89 | 18.53 | 14.14 | 14.08 | 28.36 | 17.74 | 34.88 | 13.06 | 16.76 | 7.66 | 16.32 | 15.44 | 12.66 | 12.07 | 14.40 | 26.69 | 20.82 | 24.77 | 39.36 | 18.45 | 13.77 | 9.51 | 13.02 | 14.33 | 17.19 | 14.70 |
| Draw Down(%) | NA | 14.09 | 17.88 | 42.43 | 42.43 | NA | NA | … | … | 14.09 | 17.88 | 8.04 | 12.12 | 33.10 | 16.13 | 32.54 | 6.34 | 20.17 | 2.32 | 15.01 | 12.01 | 10.27 | 8.02 | 12.11 | 23.11 | 15.29 | 21.51 | 51.44 | 11.88 | 17.29 | 6.14 | 13.99 | 13.50 | 26.42 | 3.30 |
| Yield(%) | 0.00 | 9.36 | 10.19 | 4.15 | 7.22 | 7.31 | 6.50 | … | … | 0.00 | 10.24 | 15.90 | 4.33 | 0.27 | 0.00 | 0.00 | 20.70 | 9.29 | 14.73 | 0.60 | 8.28 | 7.78 | 2.95 | 0.05 | 0.26 | 0.09 | 0.18 | 0.87 | 20.59 | 0.23 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGRX (GLOBAL GROWTH FUND A CLASS) |
-13.00%
Feb 2006 – Feb 2009 |
-2.85%
Oct 2007 – Oct 2012 |
3.44%
Oct 2013 – Oct 2023 |
2.96%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGRX (GLOBAL GROWTH FUND A CLASS) |
27.71%
Mar 2003 – Mar 2006 |
21.07%
Oct 2002 – Oct 2007 |
13.04%
Feb 2009 – Feb 2019 |
10.51%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart