Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASFYX (ASG MANAGED FUTURES STRATEGY FUND CLASS Y) | 10.47% | 20.74% | -3.05% | 2.01% | 2.37% | 3.00% | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASFYX (ASG MANAGED FUTURES STRATEGY FUND CLASS Y) | 08/10/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.15 | 20.74 | -3.05 | 2.01 | 2.37 | 3.00 | NA | … | … | 10.47 | -9.67 | -3.22 | -10.33 | 35.66 | 3.52 | 13.36 | 8.73 | -12.60 | 6.79 | -5.48 | -1.23 | 22.22 | 12.75 | -10.91 | 0.58 | 12.27 |
| Sharpe Ratio | NA | 1.63 | -0.48 | -0.02 | 0.08 | NA | NA | … | … | 1.92 | -1.00 | -0.60 | -0.99 | 2.15 | 0.26 | 1.11 | 0.67 | -1.02 | 0.62 | -0.46 | -0.10 | 2.33 | 1.12 | -1.19 | 0.05 | 2.46 |
| Standard Deviation(%) | NA | 12.03 | 12.03 | 13.89 | 12.80 | NA | NA | … | … | 14.32 | 12.66 | 11.36 | 14.22 | 16.02 | 13.35 | 11.71 | 10.88 | 13.80 | 9.98 | 12.36 | 12.27 | 9.53 | 11.40 | 9.30 | 10.90 | 13.72 |
| Draw Down(%) | NA | 5.24 | 30.32 | 36.44 | 36.44 | NA | NA | … | … | 4.10 | 21.16 | 16.00 | 15.14 | 12.52 | 8.63 | 8.92 | 9.36 | 23.22 | 7.44 | 17.13 | 15.30 | 7.17 | 10.04 | 14.57 | 11.08 | 7.19 |
| Yield(%) | 0.00 | 1.64 | 1.14 | 7.56 | 4.81 | 4.68 | 4.18 | … | … | 0.00 | 1.35 | 1.40 | 0.88 | 32.67 | 5.92 | 3.67 | 5.34 | 1.12 | 0.07 | 0.00 | 4.73 | 14.81 | 0.00 | 1.12 | 3.02 | 7.32 |
Data as of 06/10/2026, Common starting date is 08/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASFYX (ASG MANAGED FUTURES STRATEGY FUND CLASS Y) |
-11.54%
Sep 2022 – Sep 2025 |
-2.68%
Feb 2015 – Feb 2020 |
0.19%
Apr 2015 – Apr 2025 |
2.34%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASFYX (ASG MANAGED FUTURES STRATEGY FUND CLASS Y) |
19.43%
Oct 2019 – Oct 2022 |
11.64%
Sep 2017 – Sep 2022 |
8.46%
Oct 2012 – Oct 2022 |
3.02%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart