Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPUAX (AAM SELECT INCOME FUND CLASS A) | -0.15% | 5.46% | 5.45% | 0.59% | 2.74% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPUAX (AAM SELECT INCOME FUND CLASS A) | 04/22/2013 | 06/03/2026 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 5.46 | 5.45 | 0.59 | 2.74 | NA | NA | … | … | -0.15 | 7.44 | 3.33 | 9.04 | -16.45 | -0.35 | 9.94 | 14.36 | -3.12 | 6.50 | 6.12 | -1.31 | 8.27 | -2.53 |
| Sharpe Ratio | NA | 0.73 | 0.49 | -0.32 | 0.21 | NA | NA | … | … | -0.51 | 0.94 | -0.05 | 0.81 | -2.33 | -0.09 | 1.06 | 3.53 | -1.69 | 2.13 | 1.69 | -0.36 | 3.76 | -0.98 |
| Standard Deviation(%) | NA | 4.17 | 5.46 | 5.94 | 5.50 | NA | NA | … | … | 4.60 | 4.84 | 5.45 | 6.69 | 7.70 | 4.03 | 9.11 | 3.65 | 2.67 | 2.75 | 3.50 | 3.77 | 2.19 | 3.71 |
| Draw Down(%) | NA | 3.29 | 5.99 | 22.47 | 22.47 | NA | NA | … | … | 3.29 | 3.64 | 3.67 | 7.01 | 21.25 | 4.74 | 16.91 | 2.34 | 3.89 | 1.65 | 4.36 | 4.03 | 1.19 | 6.14 |
| Yield(%) | 0.00 | 4.21 | 4.41 | 3.40 | 3.46 | 2.95 | 2.21 | … | … | 1.46 | 4.43 | 4.48 | 4.22 | 3.06 | 2.83 | 3.82 | 3.23 | 3.28 | 2.99 | 2.85 | 2.94 | 3.25 | 2.35 |
Data as of 06/03/2026, Common starting date is 04/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPUAX (AAM SELECT INCOME FUND CLASS A) |
-5.02%
Oct 2020 – Oct 2023 |
-0.51%
Oct 2017 – Oct 2022 |
1.91%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPUAX (AAM SELECT INCOME FUND CLASS A) |
8.03%
Oct 2022 – Oct 2025 |
6.60%
Dec 2015 – Dec 2020 |
3.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart