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AIVGX vs. EBNAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AIVGX and EBNAX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

AIVGX vs. EBNAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds International Vantage Fund (AIVGX) and American Funds Emerging Markets Bond Fund (EBNAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AIVGX:

0.60

EBNAX:

0.96

Sortino Ratio

AIVGX:

0.92

EBNAX:

1.37

Omega Ratio

AIVGX:

1.12

EBNAX:

1.16

Calmar Ratio

AIVGX:

0.70

EBNAX:

0.82

Martin Ratio

AIVGX:

2.00

EBNAX:

1.86

Ulcer Index

AIVGX:

4.77%

EBNAX:

2.67%

Daily Std Dev

AIVGX:

15.49%

EBNAX:

5.48%

Max Drawdown

AIVGX:

-32.25%

EBNAX:

-24.75%

Current Drawdown

AIVGX:

-0.70%

EBNAX:

-1.23%

Returns By Period

In the year-to-date period, AIVGX achieves a 13.30% return, which is significantly higher than EBNAX's 4.36% return.


AIVGX

YTD

13.30%

1M

11.12%

6M

8.41%

1Y

8.72%

5Y*

8.85%

10Y*

N/A

EBNAX

YTD

4.36%

1M

2.80%

6M

1.69%

1Y

5.37%

5Y*

3.72%

10Y*

N/A

*Annualized

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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.


Risk-Adjusted Performance

AIVGX vs. EBNAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIVGX
The Risk-Adjusted Performance Rank of AIVGX is 6565
Overall Rank
The Sharpe Ratio Rank of AIVGX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of AIVGX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of AIVGX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of AIVGX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of AIVGX is 6262
Martin Ratio Rank

EBNAX
The Risk-Adjusted Performance Rank of EBNAX is 7575
Overall Rank
The Sharpe Ratio Rank of EBNAX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of EBNAX is 7979
Sortino Ratio Rank
The Omega Ratio Rank of EBNAX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of EBNAX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of EBNAX is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current AIVGX Sharpe Ratio is 0.60, which is lower than the EBNAX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of AIVGX and EBNAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AIVGX vs. EBNAX - Dividend Comparison

AIVGX's dividend yield for the trailing twelve months is around 1.47%, less than EBNAX's 6.54% yield.


TTM202420232022202120202019201820172016
AIVGX
American Funds International Vantage Fund
1.47%1.66%1.53%1.43%1.07%0.62%1.76%0.00%0.00%0.00%
EBNAX
American Funds Emerging Markets Bond Fund
6.54%7.26%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 -32.25%, 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.


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Volatility

AIVGX vs. EBNAX - Volatility Comparison

American Funds International Vantage Fund (AIVGX) has a higher volatility of 3.74% compared to American Funds Emerging Markets Bond Fund (EBNAX) at 1.08%. 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.


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