Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AEIAX NA NA NA NA NA NA NA
Data as of 10/19/2020, Common starting date is 12/31/2019
More Performance Analytics Comparison
Name Start Date End Date
AEIAX 12/31/2019 10/19/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019
Annualized Return (%) 0.00 NA NA NA NA NA NA -24.53 0.00
Sharpe Ratio NA NA NA NA NA NA NA -0.76 NA
Standard Deviation(%) NA NA NA NA NA NA NA 39.11 0.00
Draw Down(%) NA NA NA NA NA NA NA 42.63 0.00
Yield(%) 0.00 1.00 0.33 0.20 0.10 0.07 0.05 1.00 0.00
Data as of 10/19/2020, Common starting date is 12/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEIAX (AEIAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEIAX (AEIAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return