Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIORX (INTERNATIONAL OPPORTUNITIES FUND R CLASS) | 15.01% | 30.74% | 14.97% | 2.08% | 7.58% | 6.99% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIORX (INTERNATIONAL OPPORTUNITIES FUND R CLASS) | 03/05/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | 30.74 | 14.97 | 2.08 | 7.58 | 6.99 | NA | … | … | 15.01 | 30.24 | 0.91 | 8.02 | -30.59 | -11.59 | 26.20 | 28.26 | -22.99 | 44.36 | -5.98 | 10.08 | -7.83 | 29.74 | 24.36 | -15.26 | 20.02 |
| Sharpe Ratio | NA | 1.70 | 0.75 | 0.01 | 0.33 | NA | NA | … | … | 1.75 | 1.55 | -0.40 | 0.26 | -1.26 | -0.51 | 0.80 | 2.17 | -1.46 | 5.21 | -0.36 | 0.64 | -0.62 | 2.46 | 1.49 | -0.52 | 1.05 |
| Standard Deviation(%) | NA | 18.90 | 17.28 | 18.91 | 19.12 | NA | NA | … | … | 24.51 | 17.97 | 14.32 | 14.69 | 25.55 | 22.89 | 32.38 | 12.38 | 16.72 | 8.43 | 17.22 | 15.65 | 12.65 | 12.09 | 16.47 | 29.28 | 23.40 |
| Draw Down(%) | NA | 14.05 | 18.54 | 41.55 | 41.55 | NA | NA | … | … | 14.05 | 15.43 | 10.71 | 18.54 | 37.36 | 25.03 | 37.25 | 7.19 | 31.77 | 2.70 | 14.66 | 11.11 | 16.28 | 10.64 | 14.81 | 28.26 | 20.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.97 | 4.39 | 4.19 | 3.92 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.87 | 4.06 | 0.54 | 3.16 | 11.46 | 0.00 | 2.41 | 4.16 | 0.52 | 0.00 | 0.00 | 0.14 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AIORX (INTERNATIONAL OPPORTUNITIES FUND R CLASS) |
-9.59%
Oct 2021 – Oct 2024 |
-1.52%
Sep 2017 – Sep 2022 |
2.09%
Oct 2013 – Oct 2023 |
5.84%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIORX (INTERNATIONAL OPPORTUNITIES FUND R CLASS) |
20.78%
Dec 2018 – Dec 2021 |
14.47%
Feb 2016 – Feb 2021 |
12.09%
Sep 2011 – Sep 2021 |
7.86%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart