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

Correlation

The correlation between EBNAX and AIVGX 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

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.

0.00%10.00%20.00%30.00%40.00%December2025FebruaryMarchAprilMay
10.75%
35.64%
EBNAX
AIVGX

Key characteristics

Sharpe Ratio

EBNAX:

0.96

AIVGX:

0.60

Sortino Ratio

EBNAX:

1.37

AIVGX:

0.92

Omega Ratio

EBNAX:

1.16

AIVGX:

1.12

Calmar Ratio

EBNAX:

0.82

AIVGX:

0.70

Martin Ratio

EBNAX:

1.86

AIVGX:

2.00

Ulcer Index

EBNAX:

2.67%

AIVGX:

4.77%

Daily Std Dev

EBNAX:

5.48%

AIVGX:

15.49%

Max Drawdown

EBNAX:

-24.75%

AIVGX:

-32.25%

Current Drawdown

EBNAX:

-1.23%

AIVGX:

-0.70%

Returns By Period

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


EBNAX

YTD

4.36%

1M

3.35%

6M

1.69%

1Y

5.24%

5Y*

3.79%

10Y*

N/A

AIVGX

YTD

13.30%

1M

11.99%

6M

8.41%

1Y

9.16%

5Y*

8.81%

10Y*

N/A

*Annualized

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EBNAX vs. AIVGX - Expense Ratio Comparison

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


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 7575
Overall Rank
The Sharpe Ratio Rank of EBNAX is 8080
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 8282
Calmar Ratio Rank
The Martin Ratio Rank of EBNAX is 5858
Martin Ratio Rank

AIVGX
The Risk-Adjusted Performance Rank of AIVGX is 6565
Overall Rank
The Sharpe Ratio Rank of AIVGX is 6464
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 6161
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.


The current EBNAX Sharpe Ratio is 0.96, which is higher than the AIVGX Sharpe Ratio of 0.60. 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 Ratio-0.500.000.501.001.502.00December2025FebruaryMarchAprilMay
0.96
0.60
EBNAX
AIVGX

Dividends

EBNAX vs. AIVGX - Dividend Comparison

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


TTM202420232022202120202019201820172016
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%
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%

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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2025FebruaryMarchAprilMay
-1.23%
-0.70%
EBNAX
AIVGX

Volatility

EBNAX vs. AIVGX - Volatility Comparison

The current volatility for American Funds Emerging Markets Bond Fund (EBNAX) is 1.08%, while American Funds International Vantage Fund (AIVGX) has a volatility of 3.74%. 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.


2.00%4.00%6.00%8.00%10.00%December2025FebruaryMarchAprilMay
1.08%
3.74%
EBNAX
AIVGX