Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMAJX (Small Cap Dividend R Class) | 18.78% | 21.45% | 10.27% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAJX (Small Cap Dividend R Class) | 04/05/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | 21.45 | 10.27 | NA | NA | NA | NA | … | … | 18.78 | -4.91 | 10.43 | 8.42 | -5.83 |
| Sharpe Ratio | NA | 1.21 | 0.41 | NA | NA | NA | NA | … | … | 2.59 | -0.36 | 0.40 | 0.26 | -0.43 |
| Standard Deviation(%) | NA | 16.72 | 18.63 | NA | NA | NA | NA | … | … | 15.99 | 21.81 | 17.14 | 18.81 | 22.62 |
| Draw Down(%) | NA | 10.82 | 24.01 | NA | NA | NA | NA | … | … | 10.16 | 22.03 | 8.33 | 20.03 | 16.49 |
| Yield(%) | 0.00 | 1.77 | 1.63 | 1.33 | 0.67 | 0.44 | 0.33 | … | … | 0.00 | 1.93 | 1.12 | 1.61 | 2.02 |
Data as of 06/10/2026, Common starting date is 04/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAJX (Small Cap Dividend R Class) |
1.04%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| AMAJX (Small Cap Dividend R Class) |
12.01%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart