Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIVCX (American Funds International Vantage Fund) | 2.46% | 10.44% | 10.62% | 4.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIVCX (American Funds International Vantage Fund) | 11/08/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.76 | 10.44 | 10.62 | 4.35 | NA | NA | NA | … | … | 2.46 | 26.84 | 0.24 | 14.94 | -17.76 | 8.27 | 15.03 | 3.67 |
| Sharpe Ratio | NA | 0.50 | 0.52 | 0.12 | NA | NA | NA | … | … | 0.17 | 1.64 | -0.28 | 0.96 | -0.90 | 0.65 | 0.60 | 4.09 |
| Standard Deviation(%) | NA | 15.63 | 14.28 | 15.61 | NA | NA | NA | … | … | 20.14 | 14.70 | 12.10 | 11.81 | 21.47 | 12.61 | 24.40 | 6.97 |
| Draw Down(%) | NA | 11.69 | 13.75 | 31.88 | NA | NA | NA | … | … | 11.69 | 13.75 | 10.06 | 12.64 | 29.75 | 7.31 | 26.74 | 1.47 |
| Yield(%) | 0.00 | 2.80 | 1.47 | 1.25 | 1.55 | 1.04 | 0.78 | … | … | 0.00 | 3.30 | 0.45 | 0.62 | 0.28 | 2.20 | 2.42 | 5.72 |
Data as of 06/05/2026, Common starting date is 11/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVCX (American Funds International Vantage Fund) |
-1.78%
Dec 2021 – Dec 2024 |
3.37%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVCX (American Funds International Vantage Fund) |
18.15%
Sep 2022 – Sep 2025 |
8.49%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart