Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIZAX (INTERNATIONAL PORTFOLIO AB INTERNATIONAL CLASS A) | NA | 3.36% | 1.39% | 5.46% | 2.98% | 1.22% | NA | … | … |
Data as of 12/14/2020, Common starting date is 02/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIZAX (INTERNATIONAL PORTFOLIO AB INTERNATIONAL CLASS A) | 02/02/2004 | 12/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.36 | 1.39 | 5.46 | 2.98 | 1.22 | NA | … | … | 2.81 | 21.56 | -17.94 | 26.49 | -1.44 | 3.12 | -6.45 | 18.30 | 13.09 | -19.26 | 4.69 | 25.69 | -49.11 | 8.90 | 23.80 | 14.33 | 17.24 |
| Sharpe Ratio | NA | 0.14 | 0.02 | 0.27 | 0.15 | NA | NA | … | … | 0.09 | 1.90 | -1.46 | 3.59 | -0.10 | 0.22 | -0.62 | 1.47 | 0.77 | -0.68 | 0.20 | 0.86 | -1.14 | 0.14 | 1.32 | 1.10 | 1.33 |
| Standard Deviation(%) | NA | 29.21 | 19.52 | 17.11 | 17.39 | NA | NA | … | … | 29.84 | 10.55 | 13.30 | 7.22 | 16.28 | 14.08 | 10.40 | 12.40 | 17.12 | 28.50 | 22.61 | 29.87 | 43.78 | 42.00 | 15.56 | 10.94 | 13.47 |
| Draw Down(%) | NA | 35.37 | 38.64 | 38.64 | 38.64 | NA | NA | … | … | 35.37 | 7.03 | 25.45 | 2.13 | 12.20 | 14.33 | 14.24 | 9.82 | 18.69 | 28.99 | 20.32 | 29.07 | 58.80 | 22.70 | 17.52 | 8.10 | 9.26 |
| Yield(%) | 0.00 | 0.35 | 1.79 | 1.97 | 1.67 | 2.95 | 3.03 | … | … | 0.35 | 1.74 | 3.57 | 1.53 | 1.81 | 1.49 | 2.01 | 1.25 | 1.60 | 1.35 | 1.25 | 1.70 | 1.60 | 13.21 | 15.49 | 1.39 | 0.84 |
Data as of 12/14/2020, Common starting date is 02/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIZAX (INTERNATIONAL PORTFOLIO AB INTERNATIONAL CLASS A) |
-19.94%
Feb 2006 – Feb 2009 |
-12.77%
May 2007 – May 2012 |
-2.85%
Dec 2006 – Dec 2016 |
0.10%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIZAX (INTERNATIONAL PORTFOLIO AB INTERNATIONAL CLASS A) |
22.59%
Oct 2004 – Oct 2007 |
12.60%
Feb 2009 – Feb 2014 |
6.77%
Feb 2009 – Feb 2019 |
2.50%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart