Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHIVX (HIGH INCOME FUND INVESTOR CLASS) | 0.45% | 6.28% | 8.28% | 3.88% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHIVX (HIGH INCOME FUND INVESTOR CLASS) | 10/09/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 6.28 | 8.28 | 3.88 | NA | NA | NA | … | … | 0.45 | 8.61 | 7.37 | 13.66 | -11.36 | 6.29 | 7.95 | 12.33 | -3.13 | 0.69 |
| Sharpe Ratio | NA | 1.09 | 1.23 | 0.25 | NA | NA | NA | … | … | -0.39 | 1.49 | 1.10 | 1.69 | -1.58 | 2.15 | 0.65 | 3.35 | -1.34 | 0.78 |
| Standard Deviation(%) | NA | 3.33 | 4.07 | 5.31 | NA | NA | NA | … | … | 3.73 | 3.87 | 3.42 | 5.95 | 8.15 | 2.91 | 11.87 | 3.24 | 3.37 | 2.84 |
| Draw Down(%) | NA | 2.54 | 4.10 | 15.58 | NA | NA | NA | … | … | 2.54 | 4.10 | 1.98 | 4.53 | 15.58 | 2.44 | 21.58 | 1.49 | 6.34 | 1.55 |
| Yield(%) | 0.00 | 6.04 | 6.55 | 5.57 | 4.67 | 3.11 | 2.34 | … | … | 2.15 | 6.57 | 6.43 | 6.54 | 5.29 | 6.04 | 5.29 | 5.70 | 4.60 | 1.51 |
Data as of 06/05/2026, Common starting date is 10/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHIVX (HIGH INCOME FUND INVESTOR CLASS) |
-0.09%
Sep 2019 – Sep 2022 |
2.05%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHIVX (HIGH INCOME FUND INVESTOR CLASS) |
10.88%
Sep 2022 – Sep 2025 |
7.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart