Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANOGX (SMALL CAP GROWTH FUND R5 CLASS) | 8.48% | 17.03% | 13.35% | 3.94% | 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 |
|---|---|---|
| ANOGX (SMALL CAP GROWTH FUND R5 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 (%) | -2.27 | 17.03 | 13.35 | 3.94 | NA | NA | NA | … | … | 8.48 | 4.61 | 15.15 | 17.32 | -26.26 | 7.98 | 51.38 | 36.99 | -4.66 | 19.07 |
| Sharpe Ratio | NA | 0.78 | 0.53 | 0.08 | NA | NA | NA | … | … | 0.78 | 0.07 | 0.62 | 0.78 | -0.88 | 0.36 | 1.29 | 2.09 | -0.29 | 2.17 |
| Standard Deviation(%) | NA | 20.08 | 20.59 | 22.96 | NA | NA | NA | … | … | 22.54 | 24.76 | 18.59 | 17.59 | 31.44 | 22.13 | 39.31 | 17.02 | 20.85 | 12.24 |
| Draw Down(%) | NA | 12.46 | 25.51 | 37.09 | NA | NA | NA | … | … | 12.46 | 25.39 | 10.67 | 17.31 | 32.38 | 13.20 | 39.06 | 10.56 | 27.99 | 6.08 |
| Yield(%) | 0.00 | 7.23 | 3.11 | 4.73 | 8.52 | 5.68 | 4.26 | … | … | 0.00 | 7.31 | 0.35 | 0.00 | 0.00 | 18.43 | 14.47 | 6.97 | 13.18 | 4.40 |
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 |
|---|---|---|---|---|
| ANOGX (SMALL CAP GROWTH FUND R5 CLASS) |
-4.61%
Apr 2021 – Apr 2024 |
2.26%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANOGX (SMALL CAP GROWTH FUND R5 CLASS) |
30.83%
Dec 2018 – Dec 2021 |
14.14%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart