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ANEIX: American Independence Fncl Svcs Instl (MUTUAL FUND)
Basic Info
Asset Class: | Financial |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/07/2007 |
Last Dividend Date: | 12/12/2008 |
12-Mo. Yield | 2.92% |
Expenses | - |
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Performance Analytics (As of 05/27/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 03/07/2007 |
2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -32.0 | -18.6 | -17.2 | -20.5 | -3.8 |
Sharpe Ratio | NA | -0.49 | -0.43 | -0.6 | -0.39 | -0.41 |
Draw Down(%) | NA | 56.2 | 56.5 | 41.4 | 41.0 | 12.4 |
Standard Deviation(%) | NA | 66.6 | 47.1 | 63.5 | 54.9 | 18.2 |
Treynor Ratio | NA | -0.46 | -0.28 | -0.65 | -0.27 | -0.11 |
Alpha | NA | -0.16 | -0.02 | -0.14 | 0.11 | 0.03 |
Beta | NA | 0.71 | 0.71 | 0.59 | 0.8 | 0.71 |
RSquared | NA | 0.81 | 0.83 | 0.66 | 0.94 | 0.88 |
Yield(%) | N/A | 2.9 | N/A | 0.0 | 2.9 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/07/2007
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