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
AGM-PD (Federal Agricultural Mortgage Corporation) 1.99% 4.71% 0.88% 0.97% NA NA NA
Data as of 06/10/2026, Common starting date is 05/10/2019
More Performance Analytics Comparison
Name Start Date End Date
AGM-PD (Federal Agricultural Mortgage Corporation) 05/10/2019 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
Annualized Return (%) 0.24 4.71 0.88 0.97 NA NA NA 1.99 0.80 -0.96 18.92 -17.52 5.10 7.35 12.47
Sharpe Ratio NA 0.11 -0.18 -0.09 NA NA NA -0.05 -0.16 -0.38 0.60 -0.74 0.43 0.21 1.85
Standard Deviation(%) NA 11.32 15.22 18.68 NA NA NA 9.95 13.49 12.05 25.84 25.85 11.82 33.53 10.10
Draw Down(%) NA 11.10 17.93 21.42 NA NA NA 6.30 11.03 11.64 17.93 21.22 4.65 22.85 5.11
Yield(%) 0.00 6.73 5.84 5.32 4.08 2.72 2.04 3.41 6.42 4.52 6.58 5.31 5.29 6.29 3.90
Data as of 06/10/2026, Common starting date is 05/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGM-PD (Federal Agricultural Mortgage Corporation) -3.58%
Oct 2019 – Oct 2022
0.39%
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
AGM-PD (Federal Agricultural Mortgage Corporation) 8.81%
Oct 2022 – Oct 2025
4.41%
Sep 2019 – Sep 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return