Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIVEX (American Funds International Vantage Fund Class F-1) | 6.16% | 14.50% | 12.67% | 5.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIVEX (American Funds International Vantage Fund Class F-1) | 11/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 14.50 | 12.67 | 5.87 | NA | NA | NA | … | … | 6.16 | 27.84 | 1.02 | 15.84 | -17.13 | 9.06 | 15.89 | 4.09 |
| Sharpe Ratio | NA | 0.82 | 0.65 | 0.21 | NA | NA | NA | … | … | 0.61 | 1.71 | -0.21 | 1.04 | -0.87 | 0.72 | 0.64 | 4.73 |
| Standard Deviation(%) | NA | 15.24 | 14.15 | 15.54 | NA | NA | NA | … | … | 19.86 | 14.63 | 12.13 | 11.83 | 21.52 | 12.59 | 24.37 | 7.08 |
| Draw Down(%) | NA | 11.64 | 13.72 | 31.33 | NA | NA | NA | … | … | 11.64 | 13.72 | 9.93 | 12.43 | 29.37 | 7.19 | 26.61 | 1.47 |
| Yield(%) | 0.00 | 3.26 | 2.16 | 1.85 | 1.96 | 1.31 | 0.98 | … | … | 0.00 | 3.86 | 1.32 | 1.30 | 0.91 | 2.70 | 2.86 | 5.74 |
Data as of 06/04/2026, Common starting date is 11/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVEX (American Funds International Vantage Fund Class F-1) |
-1.02%
Dec 2021 – Dec 2024 |
4.15%
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 |
|---|---|---|---|---|
| AIVEX (American Funds International Vantage Fund Class F-1) |
19.06%
Sep 2022 – Sep 2025 |
9.33%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart