Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDFCX (AIG ESG Dividend Fund Class C) | NA | 29.42% | 7.81% | NA | NA | NA | NA | … | … |
Data as of 07/28/2021, Common starting date is 12/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDFCX (AIG ESG Dividend Fund Class C) | 12/16/2016 | 07/28/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.42 | 7.81 | NA | NA | NA | NA | … | … | 13.56 | 4.91 | 16.70 | -9.38 | 12.86 | -2.07 |
| Sharpe Ratio | NA | 2.08 | 0.34 | NA | NA | NA | NA | … | … | 2.08 | 0.16 | 1.14 | -0.68 | 1.48 | -5.32 |
| Standard Deviation(%) | NA | 13.92 | 20.35 | NA | NA | NA | NA | … | … | 12.07 | 29.27 | 13.44 | 15.71 | 8.27 | 7.75 |
| Draw Down(%) | NA | 7.00 | 33.99 | NA | NA | NA | NA | … | … | 5.56 | 33.99 | 11.02 | 19.15 | 4.65 | 2.39 |
| Yield(%) | 0.00 | 1.54 | 3.86 | 3.03 | 1.51 | 1.01 | 0.76 | … | … | 0.64 | 1.51 | 1.65 | 8.76 | 1.85 | 0.00 |
Data as of 07/28/2021, Common starting date is 12/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDFCX (AIG ESG Dividend Fund Class C) |
-5.05%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDFCX (AIG ESG Dividend Fund Class C) |
10.84%
May 2018 – May 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart