Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMJCX (MULTI-ASSET INCOME FUND C CLASS) | NA | -6.79% | -1.30% | 2.38% | 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 |
|---|---|---|
| AMJCX (MULTI-ASSET INCOME FUND C 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 | -6.79 | -1.30 | 2.38 | NA | NA | NA | … | … | -9.74 | 14.55 | -7.22 | 8.87 | 9.61 | -3.25 | -0.52 |
| Sharpe Ratio | NA | -0.42 | -0.21 | 0.18 | NA | NA | NA | … | … | -0.64 | 2.40 | -1.45 | 2.44 | 1.30 | -0.51 | -0.89 |
| Standard Deviation(%) | NA | 17.27 | 10.92 | 9.27 | NA | NA | NA | … | … | 19.30 | 5.47 | 5.88 | 3.39 | 7.22 | 6.49 | 7.99 |
| Draw Down(%) | NA | 28.99 | 28.99 | 28.99 | NA | NA | NA | … | … | 28.99 | 3.17 | 10.73 | 1.59 | 4.77 | 9.28 | 2.80 |
| Yield(%) | 0.00 | 3.49 | 3.77 | 3.99 | 2.17 | 1.44 | 1.08 | … | … | 2.03 | 4.49 | 3.92 | 3.83 | 4.09 | 3.29 | 0.78 |
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 |
|---|---|---|---|---|
| AMJCX (MULTI-ASSET INCOME FUND C CLASS) |
-4.11%
Mar 2017 – Mar 2020 |
-1.08%
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 |
|---|---|---|---|---|
| AMJCX (MULTI-ASSET INCOME FUND C CLASS) |
6.94%
Sep 2015 – Sep 2018 |
3.57%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart