Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMJIX (MULTI-ASSET INCOME FUND I CLASS) | NA | -7.47% | -0.73% | 3.22% | 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 |
|---|---|---|
| AMJIX (MULTI-ASSET INCOME FUND I 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 (%) | 0.00 | -7.47 | -0.73 | 3.22 | NA | NA | NA | … | … | -10.62 | 15.74 | -6.03 | 10.18 | 10.79 | -2.00 | -0.42 |
| Sharpe Ratio | NA | -0.46 | -0.16 | 0.27 | NA | NA | NA | … | … | -0.70 | 2.61 | -1.26 | 2.81 | 1.46 | -0.32 | -0.70 |
| Standard Deviation(%) | NA | 17.11 | 10.83 | 9.21 | NA | NA | NA | … | … | 19.12 | 5.49 | 5.85 | 3.41 | 7.22 | 6.41 | 8.25 |
| Draw Down(%) | NA | 28.85 | 28.85 | 28.85 | NA | NA | NA | … | … | 28.85 | 2.96 | 9.76 | 1.49 | 4.86 | 8.84 | 2.80 |
| Yield(%) | 0.00 | 2.90 | 4.33 | 4.85 | 2.67 | 1.78 | 1.33 | … | … | 1.10 | 5.80 | 5.04 | 5.08 | 5.33 | 4.44 | 0.88 |
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 |
|---|---|---|---|---|
| AMJIX (MULTI-ASSET INCOME FUND I CLASS) |
-2.92%
Mar 2017 – Mar 2020 |
0.10%
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 |
|---|---|---|---|---|
| AMJIX (MULTI-ASSET INCOME FUND I CLASS) |
8.20%
Sep 2015 – Sep 2018 |
4.83%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart