Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMAHX (Small Cap Dividend A Class) | 20.96% | 24.56% | 11.17% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAHX (Small Cap Dividend A Class) | 04/05/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 24.56 | 11.17 | NA | NA | NA | NA | … | … | 20.96 | -4.65 | 10.61 | 8.70 | -5.66 |
| Sharpe Ratio | NA | 1.22 | 0.43 | NA | NA | NA | NA | … | … | 2.60 | -0.35 | 0.41 | 0.27 | -0.41 |
| Standard Deviation(%) | NA | 16.82 | 18.65 | NA | NA | NA | NA | … | … | 16.13 | 21.88 | 17.11 | 18.82 | 23.02 |
| Draw Down(%) | NA | 10.75 | 24.03 | NA | NA | NA | NA | … | … | 10.14 | 22.05 | 8.33 | 19.86 | 16.39 |
| Yield(%) | 0.00 | 1.99 | 1.85 | 1.50 | 0.75 | 0.50 | 0.37 | … | … | 0.00 | 2.18 | 1.28 | 1.87 | 2.18 |
Data as of 06/11/2026, Common starting date is 04/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAHX (Small Cap Dividend A Class) |
1.30%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAHX (Small Cap Dividend A Class) |
12.27%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart