Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGORX (GLOBAL GROWTH FUND R CLASS) | 1.94% | 7.48% | 12.70% | -1.01% | 6.50% | 6.74% | 5.87% | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGORX (GLOBAL GROWTH FUND R CLASS) | 08/01/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.66 | 7.48 | 12.70 | -1.01 | 6.50 | 6.74 | 5.87 | … | … | 1.94 | 6.21 | -2.51 | 13.78 | -32.31 | -1.35 | 13.18 | 35.46 | -7.00 | 26.96 | -1.75 | 1.88 | 1.43 | 30.30 | 16.79 | -6.59 | 12.59 | 32.21 | -43.19 | 19.77 | 17.52 | 9.13 |
| Sharpe Ratio | NA | 0.32 | 0.59 | -0.18 | 0.25 | NA | NA | … | … | 0.11 | 0.16 | -0.43 | 0.66 | -1.18 | -0.08 | 0.37 | 2.61 | -0.50 | 3.46 | -0.12 | 0.12 | 0.11 | 2.52 | 1.16 | -0.24 | 0.61 | 1.30 | -1.12 | 0.91 | 1.04 | 2.05 |
| Standard Deviation(%) | NA | 14.96 | 16.03 | 19.64 | 19.73 | NA | NA | … | … | 18.63 | 21.44 | 21.19 | 14.47 | 28.64 | 17.98 | 34.94 | 13.06 | 16.84 | 7.65 | 16.35 | 15.43 | 12.67 | 12.03 | 14.56 | 27.06 | 20.65 | 24.74 | 39.32 | 18.46 | 13.75 | 10.06 |
| Draw Down(%) | NA | 14.15 | 17.84 | 43.11 | 43.11 | NA | NA | … | … | 14.15 | 17.84 | 18.21 | 12.27 | 33.56 | 16.48 | 32.55 | 6.39 | 20.27 | 2.35 | 15.05 | 12.09 | 10.31 | 8.12 | 12.22 | 23.16 | 15.11 | 21.60 | 51.52 | 11.89 | 17.27 | 6.09 |
| Yield(%) | 0.00 | 9.90 | 10.58 | 4.22 | 7.24 | 7.25 | 6.39 | … | … | 0.00 | 10.83 | 16.64 | 4.25 | 0.07 | 0.00 | 0.00 | 21.11 | 9.43 | 14.83 | 0.60 | 8.33 | 7.73 | 2.83 | 0.00 | 0.00 | 0.31 | 0.00 | 0.86 | 20.43 | 0.00 | 0.57 |
Data as of 06/05/2026, Common starting date is 08/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGORX (GLOBAL GROWTH FUND R CLASS) |
-13.21%
Feb 2006 – Feb 2009 |
-3.06%
Oct 2007 – Oct 2012 |
3.04%
Oct 2013 – Oct 2023 |
2.63%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGORX (GLOBAL GROWTH FUND R CLASS) |
21.89%
Feb 2009 – Feb 2012 |
19.99%
Feb 2009 – Feb 2014 |
12.80%
Feb 2009 – Feb 2019 |
9.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart