Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIVBX (American Funds International Vantage Fund Class A) | 3.78% | 11.64% | 11.70% | 5.35% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIVBX (American Funds International Vantage Fund Class A) | 11/08/2019 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | 11.64 | 11.70 | 5.35 | NA | NA | NA | … | … | 3.78 | 27.80 | 0.90 | 15.80 | -17.21 | 9.00 | 15.78 | 3.74 |
| Sharpe Ratio | NA | 0.55 | 0.57 | 0.17 | NA | NA | NA | … | … | 0.20 | 1.70 | -0.22 | 1.03 | -0.87 | 0.71 | 0.63 | 4.15 |
| Standard Deviation(%) | NA | 15.60 | 14.28 | 15.62 | NA | NA | NA | … | … | 20.10 | 14.68 | 12.16 | 11.86 | 21.48 | 12.58 | 24.43 | 7.02 |
| Draw Down(%) | NA | 11.62 | 13.69 | 31.38 | NA | NA | NA | … | … | 11.62 | 13.69 | 9.95 | 12.45 | 29.38 | 7.19 | 26.61 | 1.47 |
| Yield(%) | 0.00 | 3.27 | 2.13 | 1.83 | 1.93 | 1.29 | 0.97 | … | … | 0.00 | 3.89 | 1.20 | 1.31 | 0.90 | 2.70 | 2.75 | 5.72 |
Data as of 06/08/2026, Common starting date is 11/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVBX (American Funds International Vantage Fund Class A) |
-1.10%
Dec 2021 – Dec 2024 |
4.07%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVBX (American Funds International Vantage Fund Class A) |
18.95%
Sep 2022 – Sep 2025 |
9.23%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart