Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPUCX (AAM SELECT INCOME FUND CLASS C) | -0.18% | 4.18% | 4.76% | -0.20% | 1.99% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPUCX (AAM SELECT INCOME FUND CLASS C) | 04/22/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.18 | 4.76 | -0.20 | 1.99 | NA | NA | … | … | -0.18 | 6.54 | 2.66 | 8.09 | -17.02 | -1.17 | 9.12 | 13.57 | -4.00 | 5.83 | 5.40 | -1.99 | 7.47 | -3.07 |
| Sharpe Ratio | NA | 0.56 | 0.35 | -0.45 | 0.08 | NA | NA | … | … | -0.59 | 0.77 | -0.17 | 0.67 | -2.40 | -0.29 | 0.97 | 3.32 | -2.07 | 1.83 | 1.50 | -0.54 | 3.37 | -1.20 |
| Standard Deviation(%) | NA | 4.13 | 5.48 | 5.94 | 5.50 | NA | NA | … | … | 4.59 | 4.78 | 5.51 | 6.68 | 7.71 | 4.09 | 9.10 | 3.64 | 2.61 | 2.84 | 3.45 | 3.76 | 2.21 | 3.67 |
| Draw Down(%) | NA | 3.30 | 6.17 | 23.22 | 23.22 | NA | NA | … | … | 3.30 | 3.81 | 3.82 | 7.48 | 21.80 | 4.96 | 17.01 | 2.34 | 4.62 | 1.70 | 4.47 | 4.60 | 1.29 | 6.44 |
| Yield(%) | 0.00 | 3.50 | 3.67 | 2.72 | 2.72 | 2.31 | 1.73 | … | … | 1.21 | 3.69 | 3.72 | 3.46 | 2.38 | 1.93 | 3.05 | 2.47 | 2.59 | 2.23 | 2.14 | 2.26 | 2.49 | 1.82 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CPUCX (AAM SELECT INCOME FUND CLASS C) |
-5.73%
Oct 2020 – Oct 2023 |
-1.25%
Oct 2017 – Oct 2022 |
1.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPUCX (AAM SELECT INCOME FUND CLASS C) |
7.18%
Oct 2022 – Oct 2025 |
5.82%
Dec 2015 – Dec 2020 |
2.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart