Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMJRX (MULTI-ASSET INCOME FUND R6 CLASS) | NA | -7.40% | -0.60% | 3.36% | 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 |
|---|---|---|
| AMJRX (MULTI-ASSET INCOME FUND R6 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 | -7.40 | -0.60 | 3.36 | NA | NA | NA | … | … | -10.59 | 15.79 | -5.89 | 10.32 | 10.93 | -1.84 | -0.40 |
| Sharpe Ratio | NA | -0.46 | -0.15 | 0.28 | NA | NA | NA | … | … | -0.70 | 2.99 | -1.22 | 2.86 | 1.47 | -0.29 | -0.67 |
| Standard Deviation(%) | NA | 17.20 | 10.88 | 9.24 | NA | NA | NA | … | … | 19.22 | 4.81 | 5.93 | 3.41 | 7.25 | 6.45 | 8.23 |
| Draw Down(%) | NA | 28.90 | 28.90 | 28.90 | NA | NA | NA | … | … | 28.90 | 3.03 | 9.64 | 1.49 | 4.86 | 8.77 | 2.80 |
| Yield(%) | 0.00 | 2.97 | 4.45 | 4.98 | 2.74 | 1.83 | 1.37 | … | … | 1.13 | 5.97 | 5.19 | 5.21 | 5.46 | 4.61 | 0.90 |
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 |
|---|---|---|---|---|
| AMJRX (MULTI-ASSET INCOME FUND R6 CLASS) |
-2.78%
Mar 2017 – Mar 2020 |
0.25%
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 |
|---|---|---|---|---|
| AMJRX (MULTI-ASSET INCOME FUND R6 CLASS) |
8.39%
Sep 2015 – Sep 2018 |
4.98%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart