Find A Portfolio/Ticker
Comparison Box
AARMX: AMERICAN INDEPENDENCE JAFORLINES GLOBAL TACTICAL ALLOCATION FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/23/2013 |
Last Dividend Date: | 06/28/2019 |
12-Mo. Yield | 1.75% |
Expenses | 1.52% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/28/2019 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.1 | -5.0 | -0.4 | 4.1 | -0.2 | -18.8 | 17.0 | 4.1 | -0.2 | 3.3 | 3.9 |
Sharpe Ratio | NA | -0.6 | -0.18 | -0.04 | 0.03 | -0.33 | -0.61 | 3.1 | 0.51 | -0.02 | 0.39 | 1.7 |
Draw Down(%) | NA | 33.9 | 33.9 | 33.9 | 33.9 | 3.8 | 33.4 | 2.0 | 6.1 | 9.8 | 5.8 | 3.4 |
Standard Deviation(%) | NA | 32.5 | 19.6 | 16.3 | 15.3 | 5.5 | 33.1 | 5.3 | 7.5 | 10.2 | 8.6 | 8.7 |
Treynor Ratio | NA | -0.46 | -0.07 | -0.01 | 0.01 | -0.06 | -0.36 | 0.26 | 0.09 | 0.0 | 0.05 | 0.19 |
Alpha | NA | -0.07 | -0.03 | -0.02 | -0.02 | -0.04 | -0.06 | 0.01 | -0.01 | 0.0 | -0.02 | -0.04 |
Beta | NA | 0.42 | 0.5 | 0.53 | 0.55 | 0.3 | 0.57 | 0.64 | 0.44 | 0.62 | 0.69 | 0.77 |
RSquared | NA | 0.05 | 0.11 | 0.2 | 0.23 | 0.58 | 0.08 | 0.73 | 0.63 | 0.85 | 0.89 | 0.86 |
Yield(%) | N/A | 17.7 | 8.0 | 5.9 | N/A | 0.9 | 16.6 | 4.3 | 1.3 | 1.9 | 2.4 | 0.4 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -95.4 | 328.3 | 253.8 | -35.0 | -20.0 | 525.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |