Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AECMX (EMERGING MARKETS SMALL CAP FUND R CLASS) | NA | -8.45% | 8.91% | 4.83% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 04/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AECMX (EMERGING MARKETS SMALL CAP FUND R CLASS) | 04/08/2016 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.45 | 8.91 | 4.83 | NA | NA | NA | … | … | -3.25 | 2.25 | 22.28 | -23.37 | 13.85 | 15.36 | 20.77 | -19.42 | 37.72 | 2.65 |
| Sharpe Ratio | NA | -1.28 | 0.48 | 0.19 | NA | NA | NA | … | … | -0.87 | -0.12 | 1.73 | -1.30 | 0.91 | 0.48 | 1.62 | -1.20 | 3.77 | 0.25 |
| Standard Deviation(%) | NA | 8.97 | 11.36 | 13.90 | NA | NA | NA | … | … | 8.62 | 11.78 | 10.89 | 19.21 | 15.11 | 31.46 | 11.89 | 17.39 | 9.87 | 13.54 |
| Draw Down(%) | NA | 11.43 | 11.43 | 33.73 | NA | NA | NA | … | … | 6.58 | 10.21 | 8.48 | 31.93 | 8.07 | 38.04 | 8.75 | 29.27 | 3.98 | 10.00 |
| Yield(%) | 0.00 | 0.00 | 0.69 | 3.21 | 2.56 | 1.71 | 1.28 | … | … | 0.00 | 0.27 | 0.00 | 1.23 | 8.21 | 4.57 | 0.00 | 2.88 | 0.86 | 0.36 |
Data as of 09/23/2025, Common starting date is 04/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AECMX (EMERGING MARKETS SMALL CAP FUND R CLASS) |
-3.39%
Mar 2017 – Mar 2020 |
-1.27%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AECMX (EMERGING MARKETS SMALL CAP FUND R CLASS) |
17.12%
Oct 2018 – Oct 2021 |
11.97%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart