Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USAUX (AGGRESSIVE GROWTH FUND AGGRESSIVE GROWTH FUND SHARES) | 4.21% | 17.47% | 24.00% | 11.83% | 15.42% | 13.84% | 10.96% | … | … |
Data as of 06/09/2026, Common starting date is 09/29/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USAUX (AGGRESSIVE GROWTH FUND AGGRESSIVE GROWTH FUND SHARES) | 09/29/1982 | 06/09/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.86 | 17.47 | 24.00 | 11.83 | 15.42 | 13.84 | 10.96 | … | … | 4.21 | 16.98 | 33.63 | 48.36 | -35.30 | 16.67 | 41.82 | 23.23 | -0.75 | 30.12 | 0.74 | 6.01 | 10.60 | 34.51 | 12.63 | -2.49 | 17.31 | 28.61 | -41.50 | 14.88 | 5.33 | 7.23 | 13.03 | 31.12 | -30.23 | -33.38 | -19.97 | 91.02 | 22.91 | 7.61 | 16.49 | 50.51 | -0.77 | 8.13 | -8.43 | 71.69 | -11.92 | 16.59 | 14.09 | -0.59 | 5.43 | 23.70 | -18.26 | 21.96 | 33.77 |
| Sharpe Ratio | NA | 0.94 | 1.00 | 0.41 | 0.62 | NA | NA | … | … | 0.44 | 0.58 | 1.54 | 2.62 | -1.13 | 0.84 | 1.18 | 1.42 | -0.10 | 3.58 | 0.04 | 0.36 | 0.77 | 2.84 | 0.90 | -0.10 | 0.85 | 1.10 | -1.15 | 0.67 | 0.14 | 0.42 | 0.94 | 1.79 | -1.32 | -0.94 | -0.47 | 3.48 | 0.69 | 0.21 | 0.70 | 2.96 | -0.27 | 0.53 | -0.66 | 3.90 | -0.89 | 0.99 | 0.71 | -0.17 | 0.08 | 1.93 | -1.20 | 0.73 | 5.31 |
| Standard Deviation(%) | NA | 16.74 | 20.58 | 23.08 | 22.18 | NA | NA | … | … | 18.65 | 24.52 | 19.44 | 17.26 | 32.56 | 19.83 | 35.09 | 15.32 | 20.62 | 8.27 | 14.07 | 16.47 | 13.79 | 12.14 | 14.13 | 25.94 | 20.30 | 25.89 | 36.77 | 17.65 | 13.51 | 11.87 | 12.78 | 16.95 | 23.70 | 38.76 | 51.69 | 25.16 | 28.16 | 18.67 | 18.09 | 15.74 | 14.43 | 11.10 | 16.54 | 17.29 | 19.61 | 10.80 | 12.91 | 28.66 | 13.02 | 9.43 | 21.03 | 21.27 | 38.26 |
| Draw Down(%) | NA | 17.09 | 24.67 | 40.51 | 40.51 | NA | NA | … | … | 13.81 | 24.67 | 13.67 | 10.73 | 37.55 | 12.19 | 30.87 | 10.14 | 21.86 | 2.46 | 13.55 | 11.90 | 8.34 | 6.25 | 12.85 | 21.11 | 17.12 | 23.54 | 49.09 | 9.46 | 11.49 | 7.08 | 11.89 | 10.33 | 34.81 | 50.75 | 48.35 | 14.91 | 39.88 | 22.58 | 22.00 | 10.29 | 18.96 | 11.05 | 29.79 | 7.84 | 34.17 | 10.04 | 12.82 | 38.45 | 21.11 | 11.31 | 23.11 | 16.35 | 0.94 |
| Yield(%) | 0.00 | 4.78 | 5.02 | 5.01 | 9.11 | 9.85 | 8.41 | … | … | 0.00 | 4.95 | 6.67 | 0.00 | 1.50 | 12.09 | 0.25 | 20.65 | 15.47 | 10.82 | 7.10 | 6.77 | 12.29 | 11.32 | 10.71 | 0.00 | 0.03 | 0.54 | 0.43 | 0.28 | 0.00 | 0.04 | 0.00 | 0.24 | 0.44 | 0.00 | 3.39 | 7.56 | 13.38 | 7.95 | 2.21 | 8.94 | 7.80 | 6.46 | 8.89 | 0.07 | 0.61 | 17.30 | 4.02 | 11.43 | 2.53 | 1.37 | 0.36 | 0.29 | 0.87 |
Data as of 06/09/2026, Common starting date is 09/29/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAUX (AGGRESSIVE GROWTH FUND AGGRESSIVE GROWTH FUND SHARES) |
-35.00%
Feb 2000 – Feb 2003 |
-16.59%
Feb 2000 – Feb 2005 |
-8.75%
Feb 2000 – Feb 2010 |
-1.36%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAUX (AGGRESSIVE GROWTH FUND AGGRESSIVE GROWTH FUND SHARES) |
51.34%
Feb 1997 – Feb 2000 |
42.29%
Feb 1995 – Feb 2000 |
25.44%
Sep 1990 – Sep 2000 |
18.41%
Feb 1985 – Feb 2000 |
Annualized Rolling Returns Comparison Chart