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SEKSX: AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.03 0.03(0.30%) May 03
Asset Class: | Muni Single State Interm |
MyPlanIQ Rating: | (96%) |
Start Date: | 12/31/1990 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 1.95% |
Expenses | 0.48% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/01/1992 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | -1.6 | 0.3 | -1.8 | 0.5 | 1.6 | 2.3 | 2.1 | 3.2 | 3.9 | -8.1 | 0.7 | 5.1 | 5.3 | 1.1 | 3.0 | 0.6 | 2.7 | 8.1 | -2.1 | 5.1 | 8.4 | 1.6 | 4.0 | -1.9 | 0.1 | 4.0 | 2.0 | 1.7 | 4.0 | 8.1 | 4.1 | 10.1 | -2.6 | 5.7 | 6.7 | 3.5 | 14.0 | -2.4 | 8.4 | 8.5 | 8.8 | 0.0 |
Sharpe Ratio | NA | -4.28 | -1.17 | -1.26 | -0.28 | 0.15 | NA | NA | 0.57 | -0.1 | -2.27 | 0.44 | 0.68 | 2.38 | -0.16 | 1.43 | 0.19 | 1.65 | 4.48 | -0.75 | 2.59 | 3.76 | 0.6 | 1.72 | -0.71 | -1.69 | 0.39 | -0.09 | 0.32 | 1.37 | 2.86 | 0.74 | 2.29 | -2.33 | 0.92 | 1.28 | 0.0 | 1.9 | -0.8 | 1.53 | 2.48 | 2.61 | NA |
Draw Down(%) | NA | 2.1 | 6.3 | 13.2 | 13.2 | 13.2 | NA | NA | 13.2 | 7.4 | 12.8 | 2.0 | 9.7 | 1.4 | 1.5 | 1.2 | 3.2 | 1.4 | 0.7 | 5.6 | 1.5 | 1.8 | 4.2 | 2.0 | 8.5 | 2.4 | 0.9 | 1.4 | 3.5 | 3.0 | 2.6 | 3.1 | 3.1 | 5.0 | 1.6 | 1.7 | 3.0 | 1.4 | 6.3 | 2.2 | 2.0 | 1.1 | 0.0 |
Standard Deviation(%) | NA | 2.3 | 3.5 | 3.4 | 4.2 | 3.2 | NA | NA | 3.1 | 3.8 | 4.2 | 1.5 | 7.1 | 1.6 | 1.6 | 1.7 | 1.8 | 1.6 | 1.8 | 2.8 | 1.9 | 2.2 | 2.4 | 2.3 | 4.0 | 1.7 | 2.0 | 1.8 | 2.4 | 2.4 | 2.5 | 2.4 | 2.6 | 2.5 | 2.6 | 2.5 | 3.7 | 5.3 | 6.7 | 4.1 | 2.4 | 1.9 | 0.0 |
Treynor Ratio | NA | -0.11 | -0.04 | -0.04 | -0.01 | 0.01 | NA | NA | 0.02 | 0.0 | -0.09 | 0.01 | 0.05 | 0.04 | 0.0 | 0.03 | 0.01 | 0.04 | 0.09 | -0.02 | 0.06 | 0.1 | 0.02 | 0.07 | -0.04 | -0.05 | 0.01 | 0.0 | 0.01 | 0.05 | 0.09 | 0.02 | 0.06 | -0.06 | 0.02 | 0.04 | 0.0 | 0.11 | -0.1 | 0.1 | 0.14 | 0.18 | 1.0 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | NA |
Beta | NA | 0.9 | 1.05 | 1.08 | 1.03 | 0.97 | NA | NA | 0.8 | 1.08 | 1.11 | 0.9 | 1.01 | 0.88 | 0.88 | 0.7 | 0.63 | 0.74 | 0.86 | 0.91 | 0.87 | 0.87 | 0.87 | 0.59 | 0.71 | 0.55 | 0.8 | 0.69 | 0.63 | 0.73 | 0.74 | 0.78 | 1.08 | 0.94 | 0.96 | 0.81 | 0.74 | 0.94 | 0.55 | 0.61 | 0.44 | 0.28 | NA |
RSquared | NA | 0.86 | 0.9 | 0.91 | 0.94 | 0.91 | NA | NA | 0.6 | 0.9 | 0.94 | 0.72 | 0.98 | 0.81 | 0.83 | 0.78 | 0.8 | 0.74 | 0.74 | 0.89 | 0.84 | 0.87 | 0.87 | 0.68 | 0.83 | 0.54 | 0.78 | 0.83 | 0.85 | 0.8 | 0.8 | 0.7 | 0.81 | 0.74 | 0.8 | 0.64 | 0.52 | 0.34 | 0.12 | 0.19 | 0.25 | 0.16 | 0.0 |
Yield(%) | N/A | 0.6 | 1.8 | 2.0 | 2.1 | 2.6 | 2.8 | 2.6 | N/A | 2.0 | 2.1 | 2.2 | 2.2 | 2.3 | 3.2 | 3.3 | 3.2 | 3.2 | 3.4 | 3.2 | 3.2 | 3.4 | 3.1 | 0.6 | 0.0 | 0.7 | 4.4 | 3.5 | 3.1 | 3.9 | 4.3 | 4.1 | 4.8 | 4.4 | 5.0 | 5.0 | 4.8 | 5.9 | 5.3 | 5.6 | 5.7 | 5.7 | 0.0 |
Dividend Growth(%) | N/A | -70.0 | -25.0 | -17.5 | -35.2 | 7.0 | -26.8 | N/A | N/A | -13.0 | -8.0 | 4.2 | -4.0 | -28.6 | -2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.1 | 450.0 | N/A | -100.0 | -83.0 | 23.7 | 11.8 | -20.9 | -6.5 | 4.5 | -8.3 | 0.0 | -11.1 | 1.9 | 1.9 | -11.9 | 1.7 | -1.7 | 1.7 | 1.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/1992
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