Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIVOX (INTERNATIONAL OPPORTUNITIES FUND A CLASS) | 10.70% | 25.44% | 13.57% | -1.87% | 5.12% | 5.60% | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIVOX (INTERNATIONAL OPPORTUNITIES FUND A CLASS) | 03/05/2010 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.43 | 25.44 | 13.57 | -1.87 | 5.12 | 5.60 | NA | … | … | 10.70 | 29.38 | 1.01 | 8.36 | -30.38 | -11.15 | 26.54 | 28.60 | -22.59 | 44.77 | -5.72 | 10.32 | -7.63 | 30.11 | 24.70 | -15.15 | 19.86 |
| Sharpe Ratio | NA | 1.16 | 0.59 | -0.23 | 0.18 | NA | NA | … | … | 0.89 | 1.49 | -0.18 | 0.32 | -1.25 | -0.49 | 0.81 | 2.18 | -1.44 | 5.25 | -0.34 | 0.65 | -0.60 | 2.48 | 1.51 | -0.52 | 1.04 |
| Standard Deviation(%) | NA | 19.43 | 17.47 | 20.15 | 19.77 | NA | NA | … | … | 25.10 | 17.92 | 14.32 | 14.68 | 25.60 | 22.72 | 32.24 | 12.45 | 16.70 | 8.45 | 17.24 | 15.72 | 12.77 | 12.12 | 16.43 | 29.30 | 23.39 |
| Draw Down(%) | NA | 13.99 | 18.51 | 50.68 | 50.68 | NA | NA | … | … | 13.99 | 15.38 | 10.69 | 18.51 | 37.22 | 24.83 | 37.18 | 7.22 | 31.58 | 2.60 | 14.59 | 11.05 | 16.23 | 10.63 | 14.79 | 28.30 | 20.36 |
| Yield(%) | 0.00 | 0.03 | 0.01 | 0.02 | 1.63 | 2.01 | 1.88 | … | … | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.86 | 3.51 | 11.74 | 0.00 | 2.68 | 4.23 | 0.77 | 0.00 | 0.13 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVOX (INTERNATIONAL OPPORTUNITIES FUND A CLASS) |
-14.45%
Oct 2021 – Oct 2024 |
-5.22%
Sep 2017 – Sep 2022 |
0.31%
Oct 2013 – Oct 2023 |
4.68%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVOX (INTERNATIONAL OPPORTUNITIES FUND A CLASS) |
17.65%
Oct 2018 – Oct 2021 |
14.06%
Feb 2016 – Feb 2021 |
12.04%
Sep 2011 – Sep 2021 |
6.67%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart