SEKSX: AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)

Basic Info 10.05 0(0.0%) July 25

Asset Class:	Muni Single State Interm
MyPlanIQ Rating:	(95%)
Start Date:	12/31/1990
Last Dividend Date:	04/30/2025
12-Mo. Yield	1.69%
Expenses	0.48%
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Performance Analytics (As of 07/23/2025)

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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 12/31/1990
Annualized Return(%) ?	0.1	0.5	1.7	1.3	-0.0	1.5	2.2	2.2	3.5
Sharpe Ratio ?	NA	-0.55	-0.45	-0.58	-0.63	0.03	NA	NA	0.53
Draw Down(%) ?	NA	3.6	3.6	7.5	13.3	13.3	NA	NA	13.3

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 12/31/1990	2024	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(%) ?	0.1	0.5	1.7	1.3	-0.0	1.5	2.2	2.2	3.5	0.3	3.9	-8.1	0.6	7.0	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	-0.55	-0.45	-0.58	-0.63	0.03	NA	NA	0.53	-2.3	-0.1	-2.27	0.39	0.92	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	3.6	3.6	7.5	13.3	13.3	NA	NA	13.3	3.0	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	4.4	3.8	3.6	3.4	3.4	NA	NA	3.1	2.7	3.8	4.2	1.5	7.3	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	-0.03	-0.02	-0.02	-0.02	0.0	NA	NA	0.02	-0.07	0.0	-0.09	0.01	0.07	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	0.0	0.0	0.0	0.0	0.0	NA	NA	0.0	-0.01	-0.01	0.0	0.0	0.01	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	0.85	0.86	0.97	0.99	0.96	NA	NA	0.81	0.91	1.1	1.11	0.91	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	0.94	0.93	0.91	0.84	0.89	NA	NA	0.61	0.88	0.92	0.94	0.74	0.91	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	0.7	1.7	1.7	2.0	2.4	2.8	2.5	N/A	2.0	1.6	1.7	1.8	4.0	2.5	3.1	3.0	2.9	3.1	3.5	3.2	3.3	3.5	3.3	0.6	0.0	0.7	4.1	3.7	3.0	3.8	4.1	4.0	4.7	4.3	5.3	5.0	4.8	5.6	5.2	5.6	5.8	5.8	0.0
Dividend Growth(%)	N/A	-67.3	2.7	-38.0	-26.4	-3.6	-19.1	N/A	N/A	22.8	-14.3	-2.5	-54.5	60.4	-20.4	5.5	-1.0	-5.8	-7.0	3.9	-1.9	-2.4	6.0	425.4	N/A	-100.0	-83.2	8.9	24.6	-21.7	-5.0	2.6	-9.4	1.5	-19.1	7.7	3.5	-9.0	0.0	-3.8	-0.2	2.1	N/A	N/A

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 12/31/1990	2024	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(%) ?	0.1	0.5	1.7	1.3	-0.0	1.5	2.2	2.2	3.5	0.3	3.9	-8.1	0.6	7.0	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	-0.55	-0.45	-0.58	-0.63	0.03	NA	NA	0.53	-2.3	-0.1	-2.27	0.39	0.92	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	3.6	3.6	7.5	13.3	13.3	NA	NA	13.3	3.0	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	4.4	3.8	3.6	3.4	3.4	NA	NA	3.1	2.7	3.8	4.2	1.5	7.3	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	-0.03	-0.02	-0.02	-0.02	0.0	NA	NA	0.02	-0.07	0.0	-0.09	0.01	0.07	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	0.0	0.0	0.0	0.0	0.0	NA	NA	0.0	-0.01	-0.01	0.0	0.0	0.01	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	0.85	0.86	0.97	0.99	0.96	NA	NA	0.81	0.91	1.1	1.11	0.91	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	0.94	0.93	0.91	0.84	0.89	NA	NA	0.61	0.88	0.92	0.94	0.74	0.91	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	0.7	1.7	1.7	2.0	2.4	2.8	2.5	N/A	2.0	1.6	1.7	1.8	4.0	2.5	3.1	3.0	2.9	3.1	3.5	3.2	3.3	3.5	3.3	0.6	0.0	0.7	4.1	3.7	3.0	3.8	4.1	4.0	4.7	4.3	5.3	5.0	4.8	5.6	5.2	5.6	5.8	5.8	0.0
Dividend Growth(%)	N/A	-67.3	2.7	-38.0	-26.4	-3.6	-19.1	N/A	N/A	22.8	-14.3	-2.5	-54.5	60.4	-20.4	5.5	-1.0	-5.8	-7.0	3.9	-1.9	-2.4	6.0	425.4	N/A	-100.0	-83.2	8.9	24.6	-21.7	-5.0	2.6	-9.4	1.5	-19.1	7.7	3.5	-9.0	0.0	-3.8	-0.2	2.1	N/A	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1990

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SEKSX: AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)

Basic Info 10.05 0(0.0%) July 25

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SEKSX: AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)

Basic Info 10.05 0(0.0%) July 25

Performance Analytics (As of 07/23/2025)

Top Rated Funds in Muni Single State Interm

Best Mutual Funds

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