Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIOCX (INTERNATIONAL OPPORTUNITIES FUND C CLASS) | 6.69% | 19.79% | 10.90% | 0.16% | 6.38% | 6.12% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIOCX (INTERNATIONAL OPPORTUNITIES FUND C CLASS) | 03/05/2010 | 06/10/2026 |
| 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 (%) | -6.68 | 19.79 | 10.90 | 0.16 | 6.38 | 6.12 | NA | … | … | 6.69 | 29.66 | 0.36 | 7.44 | -30.93 | -12.75 | 25.47 | 27.74 | -23.54 | 43.63 | -6.41 | 9.54 | -8.36 | 29.11 | 23.79 | -15.70 | 20.37 |
| Sharpe Ratio | NA | 1.11 | 0.54 | -0.10 | 0.26 | NA | NA | … | … | 0.85 | 1.51 | -0.43 | 0.22 | -1.27 | -0.55 | 0.78 | 2.14 | -1.50 | 5.10 | -0.38 | 0.61 | -0.66 | 2.42 | 1.47 | -0.54 | 1.07 |
| Standard Deviation(%) | NA | 19.48 | 17.48 | 19.03 | 19.14 | NA | NA | … | … | 25.11 | 18.05 | 14.32 | 14.61 | 25.56 | 23.39 | 32.18 | 12.32 | 16.64 | 8.47 | 17.27 | 15.65 | 12.72 | 12.04 | 16.34 | 29.36 | 23.29 |
| Draw Down(%) | NA | 14.11 | 18.71 | 41.82 | 41.82 | NA | NA | … | … | 14.11 | 15.46 | 10.73 | 18.71 | 37.60 | 25.68 | 37.25 | 7.13 | 32.04 | 2.68 | 14.65 | 11.09 | 16.46 | 10.60 | 14.77 | 28.48 | 20.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.10 | 4.43 | 4.15 | 3.80 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 16.48 | 4.19 | 0.00 | 3.04 | 11.68 | 0.00 | 1.89 | 4.06 | 0.00 | 0.00 | 0.00 | 0.44 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| AIOCX (INTERNATIONAL OPPORTUNITIES FUND C CLASS) |
-10.02%
Oct 2021 – Oct 2024 |
-2.05%
Sep 2017 – Sep 2022 |
1.58%
Oct 2013 – Oct 2023 |
5.32%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIOCX (INTERNATIONAL OPPORTUNITIES FUND C CLASS) |
20.25%
Dec 2018 – Dec 2021 |
13.89%
Feb 2016 – Feb 2021 |
11.55%
Sep 2011 – Sep 2021 |
7.32%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart