Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIAHX (INFLATION-ADJUSTED BOND FUND I CLASS) | -0.19% | 3.30% | 3.12% | 0.54% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIAHX (INFLATION-ADJUSTED BOND FUND I CLASS) | 04/11/2017 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | 3.30 | 3.12 | 0.54 | NA | NA | NA | … | … | -0.19 | 2.23 | 1.89 | 3.18 | -12.22 | 6.49 | 10.41 | 7.87 | -2.33 | 1.49 |
| Sharpe Ratio | NA | 0.05 | -0.02 | -0.33 | NA | NA | NA | … | … | -0.82 | -0.12 | -1.01 | -0.15 | -1.53 | 1.46 | 1.39 | 1.67 | -1.24 | 0.35 |
| Standard Deviation(%) | NA | 3.56 | 5.02 | 6.16 | NA | NA | NA | … | … | 4.08 | 5.25 | 4.66 | 7.23 | 8.95 | 4.42 | 7.30 | 3.88 | 2.96 | 3.84 |
| Draw Down(%) | NA | 2.51 | 5.18 | 15.42 | NA | NA | NA | … | … | 2.51 | 3.39 | 3.51 | 7.35 | 14.57 | 2.83 | 10.20 | 2.43 | 3.50 | 2.29 |
| Yield(%) | 0.00 | 4.38 | 3.65 | 3.96 | 3.07 | 2.05 | 1.54 | … | … | 0.00 | 4.51 | 2.29 | 4.48 | 6.12 | 4.64 | 1.36 | 2.67 | 2.94 | 2.23 |
Data as of 06/15/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIAHX (INFLATION-ADJUSTED BOND FUND I CLASS) |
-2.64%
Dec 2021 – Dec 2024 |
0.95%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIAHX (INFLATION-ADJUSTED BOND FUND I CLASS) |
8.35%
Nov 2018 – Nov 2021 |
3.59%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart