Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGYWX (GROWTH FUND Y CLASS) | 1.26% | 16.52% | 19.22% | 11.53% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGYWX (GROWTH FUND Y CLASS) | 04/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.37 | 16.52 | 19.22 | 11.53 | NA | NA | NA | … | … | 1.26 | 0.79 | 26.67 | 43.78 | -31.15 | 28.31 | 35.69 | 35.87 | -1.22 | 19.19 |
| Sharpe Ratio | NA | 1.16 | 0.90 | 0.46 | NA | NA | NA | … | … | 0.36 | -0.07 | 1.33 | 2.57 | -1.06 | 1.60 | 0.99 | 2.36 | -0.13 | 3.01 |
| Standard Deviation(%) | NA | 16.18 | 19.28 | 21.60 | NA | NA | NA | … | … | 18.37 | 28.11 | 17.39 | 15.77 | 30.71 | 17.67 | 35.60 | 14.58 | 20.65 | 8.89 |
| Draw Down(%) | NA | 16.57 | 24.11 | 34.74 | NA | NA | NA | … | … | 14.17 | 23.91 | 13.87 | 9.13 | 34.32 | 10.65 | 30.65 | 7.93 | 22.22 | 3.14 |
| Yield(%) | 0.00 | 16.03 | 11.22 | 8.72 | 11.29 | 7.53 | 5.64 | … | … | 0.00 | 16.11 | 6.96 | 6.40 | 3.27 | 11.29 | 6.61 | 7.48 | 11.95 | 11.22 |
Data as of 06/10/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGYWX (GROWTH FUND Y CLASS) |
6.23%
Dec 2019 – Dec 2022 |
9.98%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGYWX (GROWTH FUND Y CLASS) |
33.25%
Dec 2018 – Dec 2021 |
18.55%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart