Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMJAX (MULTI-ASSET INCOME FUND A CLASS) | NA | -7.68% | -1.10% | 2.81% | NA | NA | NA | … | … |
Data as of 10/16/2020, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMJAX (MULTI-ASSET INCOME FUND A CLASS) | 12/04/2014 | 10/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -7.68 | -1.10 | 2.81 | NA | NA | NA | … | … | -10.81 | 15.08 | -6.44 | 9.67 | 10.31 | -2.43 | -0.45 |
| Sharpe Ratio | NA | -0.47 | -0.20 | 0.22 | NA | NA | NA | … | … | -0.71 | 2.79 | -1.31 | 2.67 | 1.39 | -0.38 | -0.78 |
| Standard Deviation(%) | NA | 17.09 | 10.84 | 9.21 | NA | NA | NA | … | … | 19.10 | 4.90 | 5.93 | 3.39 | 7.23 | 6.44 | 7.95 |
| Draw Down(%) | NA | 28.89 | 28.89 | 28.89 | NA | NA | NA | … | … | 28.89 | 3.10 | 10.13 | 1.49 | 4.86 | 9.00 | 2.80 |
| Yield(%) | 0.00 | 2.68 | 3.98 | 4.44 | 2.44 | 1.63 | 1.22 | … | … | 1.01 | 5.31 | 4.62 | 4.60 | 4.88 | 4.02 | 0.85 |
Data as of 10/16/2020, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMJAX (MULTI-ASSET INCOME FUND A CLASS) |
-3.36%
Mar 2017 – Mar 2020 |
-0.34%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMJAX (MULTI-ASSET INCOME FUND A CLASS) |
7.73%
Sep 2015 – Sep 2018 |
4.34%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart