Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIARX (INFLATION-ADJUSTED BOND FUND R CLASS) | 0.94% | 3.93% | 3.00% | 0.27% | 1.96% | 1.77% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIARX (INFLATION-ADJUSTED BOND FUND R CLASS) | 03/05/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 3.93 | 3.00 | 0.27 | 1.96 | 1.77 | NA | … | … | 0.94 | 2.31 | 1.17 | 2.64 | -12.84 | 5.91 | 9.77 | 7.62 | -1.98 | 2.56 | 4.09 | -2.53 | 2.23 | -9.66 | 6.24 | 12.37 | 4.86 |
| Sharpe Ratio | NA | 0.63 | 0.02 | -0.34 | 0.08 | NA | NA | … | … | 0.44 | -0.11 | -1.15 | -0.22 | -1.60 | 1.34 | 1.30 | 1.58 | -1.03 | 0.54 | 0.88 | -0.47 | 0.53 | -1.67 | 1.38 | 1.79 | 0.91 |
| Standard Deviation(%) | NA | 3.26 | 5.00 | 6.14 | 5.48 | NA | NA | … | … | 3.33 | 4.96 | 4.73 | 7.31 | 8.91 | 4.41 | 7.28 | 3.94 | 3.20 | 3.62 | 4.43 | 5.45 | 4.19 | 5.81 | 4.52 | 6.89 | 6.35 |
| Draw Down(%) | NA | 2.04 | 5.44 | 16.33 | 16.33 | NA | NA | … | … | 2.04 | 3.11 | 3.73 | 7.59 | 14.85 | 2.83 | 10.25 | 2.34 | 4.00 | 1.96 | 4.54 | 5.84 | 3.82 | 11.04 | 2.25 | 3.71 | 5.43 |
| Yield(%) | 0.00 | 3.75 | 3.05 | 3.44 | 2.81 | 2.57 | 2.18 | … | … | 0.00 | 3.86 | 1.66 | 3.86 | 5.57 | 4.02 | 0.79 | 2.35 | 3.34 | 1.67 | 1.60 | 0.47 | 1.11 | 2.97 | 2.70 | 4.47 | 2.30 |
Data as of 06/05/2026, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIARX (INFLATION-ADJUSTED BOND FUND R CLASS) |
-3.44%
Dec 2012 – Dec 2015 |
-1.12%
Nov 2012 – Nov 2017 |
0.13%
Sep 2012 – Sep 2022 |
1.82%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIARX (INFLATION-ADJUSTED BOND FUND R CLASS) |
8.16%
Nov 2018 – Nov 2021 |
4.70%
Dec 2016 – Dec 2021 |
2.93%
Jan 2011 – Jan 2021 |
2.08%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart