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
AIGAFX NA 3.30% NA NA NA NA NA
Data as of 07/07/2025, Common starting date is 07/26/2022
More Performance Analytics Comparison
Name Start Date End Date
AIGAFX 07/26/2022 07/07/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022
Annualized Return (%) -0.21 3.30 NA NA NA NA NA 1.07 3.13 5.55 -3.41
Sharpe Ratio NA 0.03 NA NA NA NA NA -0.48 -1.24 0.26 -1.49
Standard Deviation(%) NA 2.16 NA NA NA NA NA 1.94 2.79 5.05 6.77
Draw Down(%) NA 1.60 NA NA NA NA NA 0.98 1.68 3.35 8.40
Yield(%) 0.00 1.09 2.00 1.20 0.60 0.40 0.30 0.00 2.51 2.83 0.81
Data as of 07/07/2025, Common starting date is 07/26/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIGAFX (AIGAFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIGAFX (AIGAFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return