Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMJWX (MULTI-ASSET INCOME FUND R CLASS) | NA | -6.39% | -0.80% | 2.89% | 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 |
|---|---|---|
| AMJWX (MULTI-ASSET INCOME FUND R 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 | -6.39 | -0.80 | 2.89 | NA | NA | NA | … | … | -9.40 | 15.24 | -6.76 | 9.40 | 10.03 | -2.68 | -0.48 |
| Sharpe Ratio | NA | -0.40 | -0.17 | 0.23 | NA | NA | NA | … | … | -0.62 | 2.52 | -1.37 | 2.65 | 1.35 | -0.42 | -0.82 |
| Standard Deviation(%) | NA | 17.14 | 10.85 | 9.22 | NA | NA | NA | … | … | 19.16 | 5.48 | 5.91 | 3.32 | 7.27 | 6.48 | 7.97 |
| Draw Down(%) | NA | 29.01 | 29.01 | 29.01 | NA | NA | NA | … | … | 29.01 | 3.03 | 10.32 | 1.59 | 4.86 | 9.10 | 2.80 |
| Yield(%) | 0.00 | 3.88 | 4.21 | 4.48 | 2.44 | 1.62 | 1.22 | … | … | 2.26 | 5.04 | 4.39 | 4.35 | 4.60 | 3.77 | 0.82 |
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 |
|---|---|---|---|---|
| AMJWX (MULTI-ASSET INCOME FUND R CLASS) |
-3.63%
Mar 2017 – Mar 2020 |
-0.61%
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 |
|---|---|---|---|---|
| AMJWX (MULTI-ASSET INCOME FUND R CLASS) |
7.45%
Sep 2015 – Sep 2018 |
4.08%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart