Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AGM (Federal Agricultural Mortgage Corporation) 3.56% -3.35% 9.48% 15.80% 21.20% 19.70% 13.19%
Data as of 06/10/2026, Common starting date is 02/10/1994
More Performance Analytics Comparison
Name Start Date End Date
AGM (Federal Agricultural Mortgage Corporation) 02/10/1994 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 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) 2.98 -3.35 9.48 15.80 21.20 19.70 13.19 3.56 -7.96 6.08 74.61 -5.83 72.64 -6.65 43.16 -20.39 39.62 86.11 6.30 -9.81 6.98 83.19 11.62 136.71 108.57 -86.19 -1.58 -8.02 30.72 -26.78 4.31 -24.35 73.26 15.79 63.13 -39.14 98.37 515.00 11.11 -14.29
Sharpe Ratio NA -0.03 0.31 0.46 0.57 NA NA 0.20 -0.37 0.08 2.49 -0.25 2.49 -0.12 1.35 -0.64 1.22 2.22 0.16 -0.33 0.27 2.76 0.25 1.93 0.93 -0.47 -0.11 -0.41 1.06 -0.81 0.10 -0.42 1.86 0.32 1.35 -0.71 1.86 5.81 0.26 -0.52
Standard Deviation(%) NA 32.88 30.53 30.03 34.56 NA NA 37.65 29.32 31.19 28.82 29.33 29.21 55.77 30.93 34.13 32.02 38.60 38.35 29.47 25.27 30.44 45.49 70.91 116.36 187.06 42.27 28.23 26.96 34.40 37.58 61.30 38.81 35.92 44.15 60.29 50.67 86.49 27.02 36.77
Draw Down(%) NA 31.94 32.54 32.54 53.32 NA NA 23.04 25.41 18.76 20.41 28.88 14.54 47.78 16.65 41.62 12.60 24.47 31.76 25.65 27.97 13.34 30.36 55.57 44.65 92.73 31.26 19.06 32.57 46.40 41.30 56.49 19.46 35.84 37.08 62.93 35.71 38.33 15.00 25.00
Yield(%) 0.00 3.17 3.66 4.74 9.76 13.86 7.68 0.91 3.12 2.99 3.88 3.05 4.71 3.84 4.47 2.94 2.48 3.30 2.20 1.71 1.44 2.17 1.21 2.81 5.18 1.56 1.45 1.32 1.71 0.32 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 02/10/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGM (Federal Agricultural Mortgage Corporation) -53.78%
Mar 2006 – Mar 2009
-35.26%
Mar 2004 – Mar 2009
-16.24%
Mar 1999 – Mar 2009
1.19%
Oct 2001 – Oct 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGM (Federal Agricultural Mortgage Corporation) 145.78%
May 1995 – May 1998
72.63%
Jan 1996 – Jan 2001
41.96%
Mar 2009 – Mar 2019
36.65%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return