Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGBZX (AGGRESSIVE ALLOCATION FUND INVESTOR) | 6.10% | 17.84% | 16.63% | 4.32% | 8.74% | 8.13% | 4.60% | … | … |
Data as of 06/10/2026, Common starting date is 12/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGBZX (AGGRESSIVE ALLOCATION FUND INVESTOR) | 12/24/2001 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.88 | 17.84 | 16.63 | 4.32 | 8.74 | 8.13 | 4.60 | … | … | 6.10 | 19.62 | 15.45 | 20.66 | -28.83 | 9.98 | 9.46 | 26.93 | -10.37 | 25.84 | 6.35 | -2.73 | 3.37 | 27.41 | 17.14 | -5.14 | 15.16 | 28.29 | -50.15 | -5.34 | 5.84 | 4.69 | 14.88 | 31.98 | -20.25 | 0.99 |
| Sharpe Ratio | NA | 1.40 | 1.05 | 0.12 | 0.42 | NA | NA | … | … | 1.01 | 1.03 | 1.01 | 1.43 | -1.21 | 0.74 | 0.30 | 2.11 | -0.77 | 3.72 | 0.40 | -0.18 | 0.28 | 2.34 | 1.17 | -0.20 | 0.78 | 1.06 | -1.16 | -0.46 | 0.20 | 0.24 | 1.27 | 2.18 | -1.01 | 7.50 |
| Standard Deviation(%) | NA | 12.97 | 13.81 | 16.64 | 17.07 | NA | NA | … | … | 15.65 | 16.30 | 11.68 | 12.02 | 25.16 | 13.46 | 30.19 | 12.07 | 15.33 | 6.81 | 15.18 | 15.01 | 11.81 | 11.69 | 14.78 | 26.12 | 19.38 | 26.55 | 43.91 | 18.47 | 12.31 | 10.15 | 10.90 | 14.37 | 21.29 | 11.28 |
| Draw Down(%) | NA | 10.02 | 16.21 | 33.82 | 33.82 | NA | NA | … | … | 10.02 | 16.21 | 7.83 | 10.74 | 29.81 | 10.12 | 33.03 | 7.18 | 21.17 | 2.13 | 13.28 | 14.84 | 9.71 | 7.94 | 13.27 | 23.15 | 15.85 | 26.55 | 51.99 | 16.57 | 10.78 | 6.17 | 6.98 | 13.58 | 31.42 | 0.76 |
| Yield(%) | 0.00 | 11.52 | 7.36 | 3.92 | 6.21 | 6.94 | 3.96 | … | … | 0.00 | 12.42 | 3.80 | 4.08 | 0.01 | 3.29 | 0.66 | 13.73 | 3.37 | 8.35 | 9.46 | 20.77 | 8.64 | 8.16 | 2.69 | 2.41 | 2.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.85 | 0.81 | 0.61 | 0.22 |
Data as of 06/10/2026, Common starting date is 12/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGBZX (AGGRESSIVE ALLOCATION FUND INVESTOR) |
-26.44%
Feb 2006 – Feb 2009 |
-13.72%
Feb 2004 – Feb 2009 |
-0.72%
May 2002 – May 2012 |
1.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGBZX (AGGRESSIVE ALLOCATION FUND INVESTOR) |
23.76%
Feb 2009 – Feb 2012 |
20.80%
Feb 2009 – Feb 2014 |
13.15%
Feb 2009 – Feb 2019 |
10.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart