Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIQCX (INTERNATIONAL BOND FUND C CLASS) | NA | -1.02% | -9.67% | -4.11% | -2.98% | -1.01% | NA | … | … |
Data as of 02/16/2024, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIQCX (INTERNATIONAL BOND FUND C CLASS) | 10/03/2007 | 02/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.02 | -9.67 | -4.11 | -2.98 | -1.01 | NA | … | … | -0.51 | 0.00 | -20.81 | -8.72 | 8.59 | 4.24 | -4.55 | 9.31 | -0.77 | -7.86 | -3.85 | -6.15 | 3.06 | 4.66 | -0.83 | 5.58 | 1.45 | 3.71 |
| Sharpe Ratio | NA | -0.70 | -1.44 | -0.72 | -0.54 | NA | NA | … | … | -3.47 | -0.51 | -2.18 | -1.75 | 0.97 | 0.61 | -0.99 | 1.30 | -0.12 | -0.97 | -0.69 | -0.84 | 0.53 | 0.59 | -0.10 | 0.48 | 0.04 | 1.78 |
| Standard Deviation(%) | NA | 7.62 | 8.12 | 7.66 | 7.33 | NA | NA | … | … | 2.16 | 8.48 | 10.23 | 4.99 | 8.58 | 4.67 | 5.94 | 6.73 | 8.13 | 8.11 | 5.64 | 7.38 | 5.70 | 7.85 | 9.56 | 11.38 | 12.34 | 7.79 |
| Draw Down(%) | NA | 10.17 | 32.41 | 33.90 | 33.90 | NA | NA | … | … | 1.02 | 11.48 | 27.93 | 9.54 | 13.68 | 2.98 | 10.61 | 4.52 | 13.51 | 8.75 | 8.66 | 9.57 | 3.49 | 7.35 | 11.57 | 8.84 | 17.45 | 4.94 |
| Yield(%) | 100.00 | 98.98 | 24.62 | 16.28 | 7.49 | 5.96 | 4.43 | … | … | 99.79 | 0.00 | 0.00 | 0.75 | 0.69 | 0.00 | 0.80 | 0.40 | 0.00 | 1.90 | 1.26 | 0.00 | 0.75 | 1.21 | 3.48 | 3.45 | 3.90 | 2.88 |
Data as of 02/16/2024, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIQCX (INTERNATIONAL BOND FUND C CLASS) |
-10.46%
Oct 2020 – Oct 2023 |
-5.76%
Sep 2017 – Sep 2022 |
-4.07%
Sep 2012 – Sep 2022 |
-1.86%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIQCX (INTERNATIONAL BOND FUND C CLASS) |
7.33%
Oct 2008 – Oct 2011 |
3.65%
Oct 2008 – Oct 2013 |
0.69%
Feb 2009 – Feb 2019 |
-1.04%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart