Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGM-PE (Federal Agricultural Mortgage Corporation) | 0.96% | 3.60% | 1.38% | 0.74% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGM-PE (Federal Agricultural Mortgage Corporation) | 05/14/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 3.60 | 1.38 | 0.74 | NA | NA | NA | … | … | 0.96 | 1.19 | 1.18 | 13.98 | -14.05 | 4.70 | 13.64 |
| Sharpe Ratio | NA | 0.06 | -0.05 | -0.10 | NA | NA | NA | … | … | -0.10 | -0.17 | -0.20 | 0.41 | -0.66 | 0.42 | 2.20 |
| Standard Deviation(%) | NA | 9.40 | 14.79 | 17.54 | NA | NA | NA | … | … | 10.61 | 10.10 | 12.41 | 25.17 | 23.47 | 11.15 | 10.10 |
| Draw Down(%) | NA | 8.28 | 12.51 | 21.64 | NA | NA | NA | … | … | 6.57 | 8.28 | 8.26 | 12.51 | 20.71 | 7.26 | 4.29 |
| Yield(%) | 0.00 | 6.74 | 5.99 | 5.31 | 3.47 | 2.31 | 1.73 | … | … | 3.42 | 6.49 | 4.49 | 6.61 | 5.38 | 5.33 | 3.86 |
Data as of 06/10/2026, Common starting date is 05/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGM-PE (Federal Agricultural Mortgage Corporation) |
-1.66%
Oct 2020 – Oct 2023 |
0.51%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGM-PE (Federal Agricultural Mortgage Corporation) |
8.09%
Oct 2022 – Oct 2025 |
2.50%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart