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
ANG-PA (American National Group Inc.) NA 13.23% 6.43% 5.50% NA NA NA
Data as of 02/21/2025, Common starting date is 11/15/2019
More Performance Analytics Comparison
Name Start Date End Date
ANG-PA (American National Group Inc.) 11/15/2019 02/21/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) 0.16 13.23 6.43 5.50 NA NA NA 1.19 24.32 15.26 -22.18 11.71 7.57 0.98
Sharpe Ratio NA 0.89 0.09 0.08 NA NA NA 3.35 2.02 0.43 -1.09 1.15 0.09 0.98
Standard Deviation(%) NA 7.60 19.97 39.29 NA NA NA 1.77 8.89 26.03 21.59 10.17 79.87 7.68
Draw Down(%) NA 3.50 19.92 63.70 NA NA NA 0.39 3.50 17.06 22.32 4.43 63.86 2.09
Yield(%) 0.00 4.74 5.40 5.40 2.93 1.96 1.47 0.00 6.79 7.25 5.41 5.80 5.87 0.00
Data as of 02/21/2025, Common starting date is 11/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANG-PA (American National Group Inc.) -2.21%
Dec 2019 – Dec 2022
5.69%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANG-PA (American National Group Inc.) 20.82%
Mar 2020 – Mar 2023
5.93%
Dec 2019 – Dec 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return