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AIG Multi-Asset Allocation C (FMATX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.51-0.05 (-0.28%)
At close: 08:03PM EDT

Performance overview

Morningstar return rating★
Year-to-date return6.41%
5-year average return4.22%
Number of years up14
Number of years down4
Best 1-yr total return (3 Feb 2019)22.95%
Worst 1-yr total return (3 Feb 2019)-34.80%
Best 3-yr total return22.95%
Worst 3-yr total return-7.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMATXCategory
YTD10.54%9.69%
1-month-0.57%0.91%
3-month0.88%5.21%
1-year26.64%27.06%
3-year6.61%11.00%
5-year5.73%10.26%
10-year5.68%8.34%
Last bull market5.33%15.58%
Last bear market-9.76%-12.16%

Annual total return (%) history

Year
FMATXCategory
2021
N/AN/A
2020
6.20%11.72%
2019
15.05%19.23%
2018
-9.86%-5.76%
2017
13.05%13.21%
2016
9.42%7.34%
2015
-4.27%-1.93%
2014
4.25%6.21%
2013
20.18%16.48%
2012
1.19%11.72%
2011
-2.28%-0.11%
2010
9.59%11.83%
2009
22.95%24.13%
2008
-34.80%-28.00%
2007
7.89%5.99%
2006
11.20%11.29%
2005
5.74%5.13%
2004
9.84%8.86%
2003
28.01%20.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20216.50%N/AN/AN/A
2020-20.52%14.03%4.44%12.19%
20198.45%1.53%-0.73%5.25%
2018-1.20%0.99%2.02%-11.45%
20173.03%1.94%3.64%3.85%
20161.19%2.22%3.95%1.77%
20151.75%-0.31%-7.09%1.58%
20140.13%3.29%-1.44%2.26%
20136.97%0.43%5.20%6.34%
20123.94%-3.56%2.23%-1.25%
20114.16%-2.00%-5.68%1.49%
20102.18%-7.66%7.95%7.60%
2009-6.97%15.63%11.32%2.67%
2008-10.09%0.56%-10.53%-19.40%
20071.20%4.74%2.52%-0.71%
20065.76%-2.83%1.98%6.10%
2005-1.87%2.32%3.67%1.58%
20042.49%-0.31%-2.43%10.19%
2003-2.45%14.90%4.22%9.58%

Rank in category (by total return)

YTD18
1-month87
3-month84
1-year18
3-year94
5-year88

Load adjusted returns

1-year28.82%
3-year6.94%
5-year7.85%
10-year5.78%