Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AJNMY | NA | 16.91% | 13.34% | 19.44% | 9.66% | 11.82% | -6.30% | … | … |
Data as of 06/10/2026, Common starting date is 07/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AJNMY | 07/24/2001 | 06/10/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.91 | 13.34 | 19.44 | 9.66 | 11.82 | -6.30 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/10/2026, Common starting date is 07/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AJNMY (AJNMY) |
-66.97%
Jun 2007 – Jun 2010 |
-48.28%
May 2005 – May 2010 |
-24.55%
Feb 2003 – Feb 2013 |
-16.70%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AJNMY (AJNMY) |
32.93%
Jun 2020 – Jun 2023 |
26.76%
Apr 2021 – Apr 2026 |
12.69%
Aug 2013 – Aug 2023 |
13.00%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart