AIVGX vs. EBNAX
Compare and contrast key facts about American Funds International Vantage Fund (AIVGX) and American Funds Emerging Markets Bond Fund (EBNAX).
AIVGX is managed by American Funds. It was launched on Mar 31, 2011. EBNAX is managed by American Funds. It was launched on Apr 21, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVGX or EBNAX.
Performance
AIVGX vs. EBNAX - Performance Comparison
Returns By Period
In the year-to-date period, AIVGX achieves a 2.93% return, which is significantly higher than EBNAX's 1.65% return.
AIVGX
2.93%
-3.72%
-3.44%
8.14%
5.73%
N/A
EBNAX
1.65%
-0.42%
2.04%
6.99%
1.53%
N/A
Key characteristics
| AIVGX | EBNAX | |
|---|---|---|
| Sharpe Ratio | 0.68 | 1.26 |
| Sortino Ratio | 1.03 | 1.91 |
| Omega Ratio | 1.12 | 1.23 |
| Calmar Ratio | 0.78 | 0.75 |
| Martin Ratio | 2.83 | 4.27 |
| Ulcer Index | 2.87% | 1.64% |
| Daily Std Dev | 12.01% | 5.54% |
| Max Drawdown | -31.04% | -24.75% |
| Current Drawdown | -8.43% | -4.11% |
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AIVGX vs. EBNAX - Expense Ratio Comparison
AIVGX has a 0.59% expense ratio, which is lower than EBNAX's 0.98% expense ratio.
Correlation
The correlation between AIVGX and EBNAX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
AIVGX vs. EBNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) and American Funds Emerging Markets Bond Fund (EBNAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AIVGX vs. EBNAX - Dividend Comparison
AIVGX's dividend yield for the trailing twelve months is around 1.48%, less than EBNAX's 6.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | 1.48% | 1.53% | 1.43% | 1.07% | 0.62% | 1.76% | 0.00% | 0.00% | 0.00% |
EBNAX American Funds Emerging Markets Bond Fund | 6.99% | 6.53% | 7.35% | 4.85% | 4.89% | 6.31% | 6.36% | 5.90% | 3.00% |
Drawdowns
AIVGX vs. EBNAX - Drawdown Comparison
The maximum AIVGX drawdown since its inception was -31.04%, which is greater than EBNAX's maximum drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for AIVGX and EBNAX. For additional features, visit the drawdowns tool.
Volatility
AIVGX vs. EBNAX - Volatility Comparison
American Funds International Vantage Fund (AIVGX) has a higher volatility of 3.46% compared to American Funds Emerging Markets Bond Fund (EBNAX) at 1.71%. This indicates that AIVGX's price experiences larger fluctuations and is considered to be riskier than EBNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.