Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASIZX (MULTI-ASSET REAL RETURN FUND C CLASS) | NA | 2.44% | 3.13% | 3.38% | 0.56% | NA | NA | … | … |
Data as of 10/16/2020, Common starting date is 05/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASIZX (MULTI-ASSET REAL RETURN FUND C CLASS) | 05/03/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 2.44 | 3.13 | 3.38 | 0.56 | NA | NA | … | … | -0.35 | 14.01 | -5.22 | 9.51 | 4.63 | -8.76 | -4.15 | -3.52 | 2.50 | -3.11 | 4.13 |
| Sharpe Ratio | NA | 0.14 | 0.20 | 0.30 | 0.02 | NA | NA | … | … | -0.04 | 2.15 | -0.77 | 2.23 | 0.69 | -1.66 | -1.16 | -0.72 | 0.43 | -0.34 | 0.87 |
| Standard Deviation(%) | NA | 14.40 | 10.22 | 8.64 | 7.47 | NA | NA | … | … | 16.03 | 5.87 | 8.45 | 4.00 | 6.39 | 5.29 | 3.59 | 4.92 | 5.80 | 9.12 | 7.08 |
| Draw Down(%) | NA | 21.23 | 21.23 | 21.23 | 23.92 | NA | NA | … | … | 21.23 | 2.93 | 10.36 | 2.03 | 4.13 | 10.42 | 8.11 | 7.40 | 7.35 | 11.89 | 5.09 |
| Yield(%) | 0.00 | 0.23 | 1.51 | 0.98 | 0.54 | 0.37 | 0.28 | … | … | 0.22 | 1.83 | 2.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 0.33 |
Data as of 10/16/2020, Common starting date is 05/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASIZX (MULTI-ASSET REAL RETURN FUND C CLASS) |
-6.29%
Jan 2013 – Jan 2016 |
-4.15%
Feb 2011 – Feb 2016 |
0.76%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASIZX (MULTI-ASSET REAL RETURN FUND C CLASS) |
5.78%
Nov 2016 – Nov 2019 |
3.89%
Aug 2015 – Aug 2020 |
1.26%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart