Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMUSX (U.S. GOVERNMENT SECURITIES FUND CLASS A) | 4.32% | 6.75% | 1.18% | -1.62% | 0.91% | 1.41% | 2.28% | 4.63% |
Data as of 06/30/2025, AR inception is 01/17/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMUSX (U.S. GOVERNMENT SECURITIES FUND CLASS A) | 01/17/1986 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 6.75 | 1.18 | -1.62 | 0.91 | 1.41 | 2.28 | 4.63 | 4.32 | 0.27 | 2.79 | -11.01 | -0.84 | 5.31 | 5.17 | 0.63 | 1.45 | 0.75 | 1.53 | 4.84 | -3.16 | 2.11 | 7.77 | 5.44 | 2.16 | 7.75 | 6.67 | 3.15 | 2.27 | 2.87 | 1.93 | 9.17 | 6.44 | 11.96 | -1.59 | 7.87 | 8.40 | 2.82 | 15.46 | -4.65 | 10.44 | 7.59 | 14.16 | 9.80 | 11.71 | 6.92 | 0.97 | 13.85 |
| Sharpe Ratio | NA | 0.25 | -0.31 | -0.62 | -0.13 | NA | NA | 0.53 | 0.60 | -1.13 | -0.19 | -1.70 | -0.31 | 0.91 | 1.14 | -0.23 | 0.28 | 0.20 | 0.35 | 1.67 | -0.98 | 1.09 | 1.94 | 1.29 | 0.47 | 1.14 | 1.04 | -0.04 | 0.03 | 0.58 | 0.33 | 2.30 | 0.96 | 1.86 | -1.17 | 1.15 | 1.43 | -0.13 | 3.22 | -1.49 | 2.11 | 1.29 | 2.67 | 1.46 | 2.34 | 0.74 | -0.34 | 2.39 |
| Standard Deviation(%) | NA | 5.47 | 6.96 | 6.13 | 4.97 | NA | NA | 4.37 | 5.91 | 5.58 | 7.98 | 7.31 | 2.79 | 5.58 | 3.29 | 2.95 | 2.88 | 2.78 | 4.22 | 2.88 | 3.28 | 1.89 | 3.98 | 4.13 | 4.37 | 5.98 | 3.54 | 3.05 | 2.91 | 3.33 | 3.69 | 3.51 | 4.36 | 4.22 | 4.10 | 3.94 | 3.39 | 5.17 | 3.60 | 5.10 | 3.95 | 4.01 | 3.88 | 3.09 | 2.56 | 3.02 | 8.95 | 4.36 |
| Draw Down(%) | NA | 5.10 | 11.60 | 20.15 | 20.15 | NA | NA | 20.15 | 2.70 | 4.45 | 9.01 | 14.34 | 3.07 | 4.28 | 1.77 | 2.77 | 2.05 | 4.16 | 2.64 | 1.19 | 4.46 | 1.08 | 1.77 | 3.29 | 2.81 | 3.18 | 2.19 | 2.45 | 2.25 | 3.66 | 3.73 | 1.94 | 3.77 | 2.69 | 3.80 | 2.77 | 2.15 | 4.60 | 1.76 | 8.10 | 2.60 | 2.92 | 1.87 | 1.60 | 1.12 | 1.91 | 9.63 | 3.02 |
| Yield(%) | 0.00 | 3.83 | 3.36 | 2.19 | 2.28 | 2.48 | 2.87 | 4.68 | 1.74 | 4.06 | 3.41 | 2.27 | 1.04 | 1.06 | 2.99 | 1.70 | 1.23 | 2.36 | 2.80 | 1.05 | 1.71 | 3.49 | 4.23 | 5.73 | 3.34 | 3.71 | 4.39 | 4.09 | 3.63 | 3.13 | 3.42 | 4.16 | 4.98 | 6.30 | 5.60 | 6.11 | 6.67 | 6.66 | 7.93 | 7.13 | 7.47 | 8.24 | 8.71 | 9.42 | 9.77 | 9.59 | 8.95 | 10.14 |
Data as of 06/30/2025, AR inception is 01/17/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMUSX (U.S. GOVERNMENT SECURITIES FUND CLASS A) |
-6.54%
Oct 2020 - Oct 2023 |
-1.80%
May 2020 - May 2025 |
0.08%
Oct 2013 - Oct 2023 |
1.26%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMUSX (U.S. GOVERNMENT SECURITIES FUND CLASS A) |
12.61%
Aug 1990 - Aug 1993 |
11.26%
Sep 1987 - Sep 1992 |
8.48%
Sep 1987 - Sep 1997 |
8.00%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison Chart