Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMJVX (MULTI-ASSET INCOME FUND INVESTOR CLASS) | NA | -6.10% | -0.34% | 3.37% | 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 |
|---|---|---|
| AMJVX (MULTI-ASSET INCOME FUND INVESTOR 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 | -6.10 | -0.34 | 3.37 | NA | NA | NA | … | … | -9.24 | 15.90 | -6.20 | 9.96 | 10.56 | -2.18 | -0.43 |
| Sharpe Ratio | NA | -0.38 | -0.13 | 0.28 | NA | NA | NA | … | … | -0.61 | 2.57 | -1.27 | 2.78 | 1.42 | -0.34 | -0.73 |
| Standard Deviation(%) | NA | 17.21 | 10.90 | 9.26 | NA | NA | NA | … | … | 19.25 | 5.64 | 5.92 | 3.37 | 7.28 | 6.42 | 8.12 |
| Draw Down(%) | NA | 28.87 | 28.87 | 28.87 | NA | NA | NA | … | … | 28.87 | 3.08 | 9.93 | 1.59 | 4.86 | 8.89 | 2.80 |
| Yield(%) | 0.00 | 4.26 | 4.64 | 4.96 | 2.71 | 1.81 | 1.36 | … | … | 2.50 | 5.57 | 4.87 | 4.88 | 5.11 | 4.27 | 0.87 |
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 |
|---|---|---|---|---|
| AMJVX (MULTI-ASSET INCOME FUND INVESTOR CLASS) |
-3.11%
Mar 2017 – Mar 2020 |
-0.09%
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 |
|---|---|---|---|---|
| AMJVX (MULTI-ASSET INCOME FUND INVESTOR CLASS) |
7.99%
Sep 2015 – Sep 2018 |
4.60%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart