Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHYVX (HIGH-YIELD FUND A CLASS) | 1.47% | 7.06% | 7.57% | 2.76% | 4.10% | 4.13% | 4.86% | … | … |
Data as of 06/03/2026, Common starting date is 03/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHYVX (HIGH-YIELD FUND A CLASS) | 03/27/2002 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 7.06 | 7.57 | 2.76 | 4.10 | 4.13 | 4.86 | … | … | 1.47 | 8.35 | 5.82 | 10.18 | -12.02 | 3.07 | 5.62 | 12.91 | -3.55 | 4.68 | 14.24 | -5.60 | 1.18 | 5.85 | 14.75 | 3.50 | 12.41 | 35.13 | -17.69 | 1.83 | 7.88 | 2.19 | 5.80 | 17.95 | 1.06 |
| Sharpe Ratio | NA | 1.52 | 1.18 | 0.06 | 0.45 | NA | NA | … | … | 0.40 | 1.49 | 0.63 | 1.14 | -1.77 | 1.18 | 0.47 | 3.49 | -1.23 | 1.27 | 2.21 | -1.08 | 0.28 | 1.58 | 3.86 | 0.54 | 2.53 | 6.13 | -1.80 | -0.32 | 1.60 | -0.02 | 1.52 | 5.14 | 0.07 |
| Standard Deviation(%) | NA | 3.52 | 4.09 | 5.07 | 5.61 | NA | NA | … | … | 4.04 | 3.67 | 3.51 | 5.76 | 7.63 | 2.57 | 11.43 | 3.27 | 4.01 | 3.17 | 6.35 | 5.19 | 4.15 | 3.67 | 3.84 | 6.45 | 4.87 | 5.72 | 10.32 | 4.21 | 2.81 | 3.13 | 3.17 | 3.35 | 4.21 |
| Draw Down(%) | NA | 2.50 | 4.04 | 15.83 | 19.65 | NA | NA | … | … | 2.50 | 3.28 | 2.18 | 4.53 | 15.65 | 2.45 | 19.65 | 1.25 | 6.45 | 2.42 | 5.19 | 10.45 | 6.01 | 5.79 | 3.26 | 10.53 | 5.32 | 5.93 | 26.78 | 5.95 | 2.27 | 4.74 | 4.76 | 4.02 | 7.11 |
| Yield(%) | 0.00 | 5.53 | 5.57 | 4.29 | 4.59 | 4.82 | 5.22 | … | … | 2.02 | 5.74 | 5.29 | 5.28 | 3.89 | 2.85 | 4.07 | 4.74 | 4.98 | 4.93 | 5.92 | 5.05 | 6.07 | 6.48 | 7.46 | 7.98 | 7.14 | 8.80 | 7.35 | 6.34 | 6.49 | 6.15 | 5.31 | 6.25 | 5.75 |
Data as of 06/03/2026, Common starting date is 03/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHYVX (HIGH-YIELD FUND A CLASS) |
-5.11%
Nov 2005 – Nov 2008 |
-1.31%
Nov 2003 – Nov 2008 |
2.07%
Oct 2013 – Oct 2023 |
3.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHYVX (HIGH-YIELD FUND A CLASS) |
17.75%
Nov 2008 – Nov 2011 |
15.28%
Nov 2008 – Nov 2013 |
8.70%
Nov 2008 – Nov 2018 |
6.63%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart