Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AARMX (AMERICAN INDEPENDENCE JAFORLINES GLOBAL TACTICAL ALLOCATION FUND CLASS A) | NA | -0.28% | 4.06% | 3.88% | NA | NA | NA | … | … |
Data as of 09/12/2019, Common starting date is 09/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AARMX (AMERICAN INDEPENDENCE JAFORLINES GLOBAL TACTICAL ALLOCATION FUND CLASS A) | 09/23/2013 | 09/12/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -0.28 | 4.06 | 3.88 | NA | NA | NA | … | … | -0.19 | -18.78 | 17.01 | 4.07 | -0.16 | 3.31 | 3.85 |
| Sharpe Ratio | NA | -0.60 | -0.18 | -0.04 | NA | NA | NA | … | … | -0.33 | -0.61 | 3.10 | 0.51 | -0.02 | 0.39 | 1.70 |
| Standard Deviation(%) | NA | 32.53 | 19.64 | 16.32 | NA | NA | NA | … | … | 5.52 | 33.09 | 5.30 | 7.51 | 10.23 | 8.56 | 8.67 |
| Draw Down(%) | NA | 33.95 | 33.95 | 33.95 | NA | NA | NA | … | … | 3.81 | 33.40 | 1.96 | 6.09 | 9.85 | 5.79 | 3.39 |
| Yield(%) | 0.00 | 17.62 | 8.01 | 5.88 | 3.15 | 2.10 | 1.58 | … | … | 0.95 | 16.53 | 4.37 | 1.35 | 1.87 | 2.48 | 0.45 |
Data as of 09/12/2019, Common starting date is 09/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AARMX (AMERICAN INDEPENDENCE JAFORLINES GLOBAL TACTICAL ALLOCATION FUND CLASS A) |
2.21%
Nov 2013 – Nov 2016 |
3.66%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AARMX (AMERICAN INDEPENDENCE JAFORLINES GLOBAL TACTICAL ALLOCATION FUND CLASS A) |
7.69%
Jan 2015 – Jan 2018 |
4.61%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart