Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AINGX (INFLATION-ADJUSTED BOND FUND G CLASS) | 1.70% | 5.04% | 4.14% | 1.28% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AINGX (INFLATION-ADJUSTED BOND FUND G CLASS) | 07/11/2017 | 06/04/2026 |
| 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 (%) | -0.09 | 5.04 | 4.14 | 1.28 | NA | NA | NA | … | … | 1.70 | 2.32 | 2.16 | 3.65 | -11.98 | 6.86 | 10.80 | 11.64 | -1.98 | 17.53 |
| Sharpe Ratio | NA | 0.93 | 0.22 | -0.19 | NA | NA | NA | … | … | 0.69 | -0.10 | -0.95 | -0.08 | -1.49 | 1.56 | 1.44 | 2.43 | -1.13 | 1.80 |
| Standard Deviation(%) | NA | 3.21 | 4.94 | 6.13 | NA | NA | NA | … | … | 3.18 | 5.37 | 4.67 | 7.26 | 8.98 | 4.39 | 7.33 | 4.21 | 2.92 | 21.98 |
| Draw Down(%) | NA | 1.96 | 5.11 | 14.92 | NA | NA | NA | … | … | 1.96 | 3.48 | 3.51 | 7.09 | 14.41 | 2.83 | 10.19 | 2.43 | 3.41 | 1.79 |
| Yield(%) | 0.00 | 4.70 | 4.00 | 4.27 | 4.13 | 2.75 | 2.06 | … | … | 0.00 | 4.88 | 2.65 | 4.85 | 6.44 | 5.01 | 1.75 | 6.10 | 3.29 | 1.22 |
Data as of 06/04/2026, Common starting date is 07/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINGX (INFLATION-ADJUSTED BOND FUND G CLASS) |
-2.32%
Dec 2021 – Dec 2024 |
1.31%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINGX (INFLATION-ADJUSTED BOND FUND G CLASS) |
9.82%
Nov 2018 – Nov 2021 |
3.85%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart