Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMCLX | 3.92% | 8.65% | 9.17% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMCLX | 06/30/2021 | 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 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 8.65 | 9.17 | NA | NA | NA | NA | … | … | 3.92 | 8.86 | 9.42 | 8.44 | 2.85 | 2.04 |
| Sharpe Ratio | NA | 5.53 | 6.04 | NA | NA | NA | NA | … | … | 6.33 | 5.53 | 6.35 | 5.19 | 0.89 | 6.00 |
| Standard Deviation(%) | NA | 1.06 | 0.98 | NA | NA | NA | NA | … | … | 1.00 | 1.09 | 0.91 | 0.93 | 1.61 | 0.67 |
| Draw Down(%) | NA | 0.33 | 0.33 | NA | NA | NA | NA | … | … | 0.22 | 0.33 | 0.21 | 0.21 | 2.15 | 0.10 |
| Yield(%) | 0.00 | 9.97 | 9.79 | 8.17 | 4.08 | 2.72 | 2.04 | … | … | 2.55 | 10.17 | 10.90 | 7.90 | 8.90 | 2.82 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| AMCLX (AMCLX) |
6.36%
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 |
|---|---|---|---|---|
| AMCLX (AMCLX) |
9.16%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart