Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMALX (Small Cap Dividend G Class) | 21.66% | 26.30% | 12.67% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMALX (Small Cap Dividend G Class) | 04/05/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.84 | 26.30 | 12.67 | NA | NA | NA | NA | … | … | 21.66 | -3.37 | 12.14 | 10.17 | -4.71 |
| Sharpe Ratio | NA | 1.32 | 0.51 | NA | NA | NA | NA | … | … | 2.74 | -0.29 | 0.50 | 0.35 | -0.36 |
| Standard Deviation(%) | NA | 16.85 | 18.69 | NA | NA | NA | NA | … | … | 16.05 | 21.98 | 17.11 | 18.81 | 23.00 |
| Draw Down(%) | NA | 10.52 | 23.65 | NA | NA | NA | NA | … | … | 10.04 | 21.86 | 8.31 | 19.07 | 15.96 |
| Yield(%) | 0.00 | 3.03 | 3.17 | 2.47 | 1.23 | 0.82 | 0.62 | … | … | 0.00 | 3.46 | 2.63 | 3.22 | 3.09 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| AMALX (Small Cap Dividend G Class) |
2.67%
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 |
|---|---|---|---|---|
| AMALX (Small Cap Dividend G Class) |
13.79%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart