Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AAMENX NA -43.03% -39.97% -35.54% -21.49% NA NA
Data as of 09/22/2021, Common starting date is 12/18/2009
More Performance Analytics Comparison
Name Start Date End Date
AAMENX 12/18/2009 09/22/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 1.03 -43.03 -39.97 -35.54 -21.49 NA NA -42.69 -0.49 -62.06 -24.23 -26.85 -15.43 -11.69 3.20 -7.20 4.08 9.16 -6.88 -0.50
Sharpe Ratio NA -0.81 -0.85 -0.94 -0.79 NA NA -0.86 -0.11 -1.02 -1.36 -1.89 -1.83 -1.12 1.10 -2.51 1.59 2.11 -1.47 -8.19
Standard Deviation(%) NA 53.03 47.83 38.67 27.67 NA NA 62.32 6.59 62.47 18.74 14.58 8.53 10.50 2.89 2.88 2.55 4.33 4.74 1.80
Draw Down(%) NA 43.65 78.68 88.99 91.67 NA NA 43.31 9.05 62.22 24.70 27.09 15.76 12.67 2.94 9.90 1.91 4.67 10.97 0.52
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/22/2021, Common starting date is 12/18/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AAMENX (AAMENX) -41.81%
Jul 2018 – Jul 2021
-36.50%
Aug 2016 – Aug 2021
-21.36%
Aug 2011 – Aug 2021
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AAMENX (AAMENX) 2.82%
Jan 2011 – Jan 2014
0.65%
Jan 2010 – Jan 2015
-16.15%
Jan 2011 – Jan 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return