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

Correlation

The correlation between EBNAX and AIVGX 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.


-0.50.00.51.00.5

Performance

EBNAX vs. AIVGX - Performance Comparison

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

-8.00%-6.00%-4.00%-2.00%0.00%2.00%4.00%AugustSeptemberOctoberNovemberDecember2025
-1.38%
-7.34%
EBNAX
AIVGX

Key characteristics

Sharpe Ratio

EBNAX:

0.17

AIVGX:

0.12

Sortino Ratio

EBNAX:

0.28

AIVGX:

0.26

Omega Ratio

EBNAX:

1.03

AIVGX:

1.03

Calmar Ratio

EBNAX:

0.12

AIVGX:

0.14

Martin Ratio

EBNAX:

0.41

AIVGX:

0.37

Ulcer Index

EBNAX:

2.24%

AIVGX:

4.03%

Daily Std Dev

EBNAX:

5.53%

AIVGX:

12.11%

Max Drawdown

EBNAX:

-24.75%

AIVGX:

-32.25%

Current Drawdown

EBNAX:

-5.98%

AIVGX:

-10.72%

Returns By Period

In the year-to-date period, EBNAX achieves a -0.66% return, which is significantly higher than AIVGX's -0.98% return.


EBNAX

YTD

-0.66%

1M

-2.39%

6M

-1.39%

1Y

0.28%

5Y*

0.36%

10Y*

N/A

AIVGX

YTD

-0.98%

1M

-4.32%

6M

-7.34%

1Y

0.67%

5Y*

3.21%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


EBNAX vs. AIVGX - Expense Ratio Comparison

EBNAX has a 0.98% expense ratio, which is higher than AIVGX's 0.59% expense ratio.


EBNAX
American Funds Emerging Markets Bond Fund
Expense ratio chart for EBNAX: current value at 0.98% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.98%
Expense ratio chart for AIVGX: current value at 0.59% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.59%

Risk-Adjusted Performance

EBNAX vs. AIVGX — Risk-Adjusted Performance Rank

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

EBNAX
The Risk-Adjusted Performance Rank of EBNAX is 2020
Overall Rank
The Sharpe Ratio Rank of EBNAX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of EBNAX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of EBNAX is 1818
Omega Ratio Rank
The Calmar Ratio Rank of EBNAX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of EBNAX is 1818
Martin Ratio Rank

AIVGX
The Risk-Adjusted Performance Rank of AIVGX is 1919
Overall Rank
The Sharpe Ratio Rank of AIVGX is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of AIVGX is 1818
Sortino Ratio Rank
The Omega Ratio Rank of AIVGX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of AIVGX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of AIVGX is 1717
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.

EBNAX vs. AIVGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Emerging Markets Bond Fund (EBNAX) and American Funds International Vantage Fund (AIVGX). 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.


Sharpe ratio
The chart of Sharpe ratio for EBNAX, currently valued at 0.17, compared to the broader market-1.000.001.002.003.004.000.170.12
The chart of Sortino ratio for EBNAX, currently valued at 0.28, compared to the broader market-2.000.002.004.006.008.0010.000.280.26
The chart of Omega ratio for EBNAX, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.003.501.031.03
The chart of Calmar ratio for EBNAX, currently valued at 0.12, compared to the broader market0.005.0010.0015.000.120.14
The chart of Martin ratio for EBNAX, currently valued at 0.41, compared to the broader market0.0020.0040.0060.000.410.37
EBNAX
AIVGX

The current EBNAX Sharpe Ratio is 0.17, which is higher than the AIVGX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of EBNAX and AIVGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
0.17
0.12
EBNAX
AIVGX

Dividends

EBNAX vs. AIVGX - Dividend Comparison

EBNAX's dividend yield for the trailing twelve months is around 7.31%, more than AIVGX's 1.68% yield.


TTM202420232022202120202019201820172016
EBNAX
American Funds Emerging Markets Bond Fund
7.31%7.26%6.53%7.35%4.85%4.89%6.31%6.36%5.90%3.00%
AIVGX
American Funds International Vantage Fund
1.68%1.66%1.53%1.43%1.07%0.62%1.76%0.00%0.00%0.00%

Drawdowns

EBNAX vs. AIVGX - Drawdown Comparison

The maximum EBNAX drawdown since its inception was -24.75%, smaller than the maximum AIVGX drawdown of -32.25%. Use the drawdown chart below to compare losses from any high point for EBNAX and AIVGX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-5.98%
-10.72%
EBNAX
AIVGX

Volatility

EBNAX vs. AIVGX - Volatility Comparison

The current volatility for American Funds Emerging Markets Bond Fund (EBNAX) is 1.69%, while American Funds International Vantage Fund (AIVGX) has a volatility of 3.09%. This indicates that EBNAX experiences smaller price fluctuations and is considered to be less risky than AIVGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%AugustSeptemberOctoberNovemberDecember2025
1.69%
3.09%
EBNAX
AIVGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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