Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMRUX (MULTI-ASSET REAL RETURN FUND R5 CLASS) | NA | 3.41% | 4.86% | NA | NA | NA | NA | … | … |
Data as of 10/16/2020, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMRUX (MULTI-ASSET REAL RETURN FUND R5 CLASS) | 04/11/2017 | 10/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.41 | 4.86 | NA | NA | NA | NA | … | … | 0.37 | 13.34 | -7.81 | 7.25 |
| Sharpe Ratio | NA | 0.21 | 0.37 | NA | NA | NA | NA | … | … | 0.01 | 1.98 | -1.06 | 2.49 |
| Standard Deviation(%) | NA | 14.47 | 10.33 | NA | NA | NA | NA | … | … | 16.12 | 6.08 | 8.63 | 3.81 |
| Draw Down(%) | NA | 21.16 | 21.16 | NA | NA | NA | NA | … | … | 21.16 | 3.69 | 12.79 | 1.61 |
| Yield(%) | 0.00 | 1.09 | 3.16 | 1.99 | 1.00 | 0.66 | 0.50 | … | … | 1.05 | 3.04 | 5.38 | 0.00 |
Data as of 10/16/2020, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRUX (MULTI-ASSET REAL RETURN FUND R5 CLASS) |
4.64%
May 2017 – May 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRUX (MULTI-ASSET REAL RETURN FUND R5 CLASS) |
6.07%
Aug 2017 – Aug 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart