Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AIBRX (INTERNATIONAL BOND FUND R CLASS) | NA | -0.49% | -9.22% | -3.62% | -2.44% | -0.47% | NA | -0.54% |
Data as of 02/16/2024, AR inception is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIBRX (INTERNATIONAL BOND FUND R CLASS) | 10/03/2007 | 02/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -0.49 | -9.22 | -3.62 | -2.44 | -0.47 | NA | -0.54 | -0.39 | 0.49 | -20.42 | -8.22 | 9.18 | 4.73 | -3.64 | 9.94 | -0.25 | -7.44 | -3.36 | -5.68 | 3.58 | 5.19 | -0.34 | 6.19 | 1.86 | 3.87 |
| Sharpe Ratio | NA | -0.64 | -1.38 | -0.66 | -0.47 | NA | NA | -0.15 | -3.15 | -0.45 | -2.12 | -1.68 | 1.03 | 0.71 | -0.83 | 1.38 | -0.06 | -0.92 | -0.60 | -0.78 | 0.63 | 0.65 | -0.04 | 0.54 | 0.07 | 1.87 |
| Standard Deviation(%) | NA | 7.59 | 8.14 | 7.69 | 7.35 | NA | NA | 8.12 | 2.10 | 8.45 | 10.33 | 4.91 | 8.64 | 4.68 | 6.01 | 6.77 | 8.11 | 8.12 | 5.60 | 7.33 | 5.67 | 7.89 | 9.62 | 11.34 | 12.35 | 7.83 |
| Draw Down(%) | NA | 9.99 | 31.87 | 33.28 | 33.28 | NA | NA | 33.28 | 0.98 | 11.17 | 27.64 | 9.10 | 13.63 | 2.84 | 10.31 | 4.52 | 13.34 | 8.40 | 8.49 | 9.37 | 3.43 | 7.25 | 11.38 | 8.78 | 17.19 | 4.94 |
| Yield(%) | 100.10 | 99.51 | 24.99 | 16.73 | 7.94 | 6.46 | 4.80 | 6.00 | 99.90 | 0.00 | 0.00 | 0.73 | 1.23 | 0.00 | 1.74 | 0.39 | 0.00 | 1.89 | 1.75 | 0.00 | 1.27 | 1.75 | 3.97 | 3.99 | 4.49 | 2.97 |
Data as of 02/16/2024, AR inception is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIBRX (INTERNATIONAL BOND FUND R CLASS) |
-10.03%
Oct 2020 - Oct 2023 |
-5.19%
Sep 2017 - Sep 2022 |
-3.53%
Sep 2012 - Sep 2022 |
-1.33%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIBRX (INTERNATIONAL BOND FUND R CLASS) |
7.88%
Oct 2008 - Oct 2011 |
4.16%
Oct 2008 - Oct 2013 |
1.26%
Feb 2009 - Feb 2019 |
-0.51%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart