Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASDJX (SHORT DURATION STRATEGIC INCOME FUND R5 CLASS) | 0.77% | 4.58% | 5.76% | 2.70% | 3.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASDJX (SHORT DURATION STRATEGIC INCOME FUND R5 CLASS) | 07/30/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.58 | 5.76 | 2.70 | 3.28 | NA | NA | … | … | 0.77 | 6.52 | 5.81 | 5.97 | -5.60 | 2.12 | 5.76 | 5.34 | 0.54 | 2.94 | 5.63 | -0.59 | -1.12 |
| Sharpe Ratio | NA | 1.30 | 1.15 | 0.08 | 0.76 | NA | NA | … | … | -0.16 | 1.56 | 0.90 | 0.79 | -2.90 | 1.72 | 1.57 | 2.70 | -0.64 | 1.99 | 2.89 | -0.32 | -1.02 |
| Standard Deviation(%) | NA | 2.10 | 2.43 | 2.40 | 2.20 | NA | NA | … | … | 2.07 | 2.34 | 2.43 | 2.95 | 2.44 | 1.22 | 3.50 | 1.43 | 1.33 | 1.15 | 1.87 | 1.93 | 2.58 |
| Draw Down(%) | NA | 1.43 | 1.43 | 7.65 | 7.76 | NA | NA | … | … | 1.43 | 1.22 | 1.10 | 1.56 | 7.47 | 0.80 | 7.76 | 0.62 | 0.91 | 0.52 | 2.15 | 3.54 | 2.74 |
| Yield(%) | 0.00 | 4.60 | 5.08 | 4.16 | 3.63 | 2.69 | 2.02 | … | … | 1.64 | 5.12 | 5.28 | 4.99 | 3.07 | 3.54 | 2.85 | 3.15 | 2.92 | 2.50 | 2.97 | 3.57 | 1.49 |
Data as of 06/04/2026, Common starting date is 07/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASDJX (SHORT DURATION STRATEGIC INCOME FUND R5 CLASS) |
0.29%
Oct 2019 – Oct 2022 |
1.24%
Oct 2017 – Oct 2022 |
2.50%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASDJX (SHORT DURATION STRATEGIC INCOME FUND R5 CLASS) |
6.29%
Oct 2022 – Oct 2025 |
4.33%
Jan 2016 – Jan 2021 |
3.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart