Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AMCJX 3.93% 8.77% 9.37% NA NA NA NA
Data as of 06/10/2026, Common starting date is 06/30/2021
More Performance Analytics Comparison
Name Start Date End Date
AMCJX 06/30/2021 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 2021
Annualized Return (%) 0.22 8.77 9.37 NA NA NA NA 3.93 9.22 9.52 8.44 2.61 1.87
Sharpe Ratio NA 5.69 6.20 NA NA NA NA 6.58 5.56 6.63 5.04 0.73 4.99
Standard Deviation(%) NA 1.10 0.99 NA NA NA NA 1.01 1.14 0.89 0.96 1.62 0.74
Draw Down(%) NA 0.32 0.32 NA NA NA NA 0.22 0.32 0.21 0.21 2.17 0.15
Yield(%) 0.00 9.98 9.81 8.14 4.07 2.71 2.04 2.56 10.19 10.90 7.90 8.88 2.76
Data as of 06/10/2026, Common starting date is 06/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMCJX (AMCJX) 6.26%
Jul 2021 – Jul 2024
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
AMCJX (AMCJX) 9.36%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return