Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/05/2010.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AEIIX NA 50.77% -8.65% -1.19% 3.79% NA NA 5.74%
More Performance Analytics Comparison
Name Start Date End Date
AEIIX 06/21/1996 03/05/2010
The return data shown below all have the same latest date: 03/05/2010.
AR inception is since 06/21/1996.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 50.77 -8.65 -1.19 3.79 NA NA 5.74 -4.70 18.39 -36.24 2.12 20.99 10.00 13.09 26.63 -15.17 -3.77 11.61 0.21 10.45 29.90 12.66
Sharpe Ratio NA 2.17 -0.31 -0.12 0.08 NA NA 0.01 -1.60 0.65 -0.86 -0.05 1.79 0.75 1.16 1.60 -0.68 -0.38 0.43 -0.22 0.46 -1.77 2.22
Standard Deviation(%) NA 23.31 31.70 25.66 22.00 NA NA 19.89 15.39 28.33 42.98 16.75 9.94 10.42 10.51 16.24 23.95 16.50 17.45 13.57 15.63 14.23 9.83
Draw Down(%) NA 8.21 56.92 56.92 56.92 NA NA 56.92 7.92 27.88 49.29 13.48 8.18 6.84 6.76 15.42 30.07 18.90 14.83 14.85 18.51 9.55 5.45
Yield(%) 0.00 3.10 5.21 7.49 6.82 7.09 5.32 8.18 0.00 2.25 2.40 11.65 13.15 9.04 5.70 0.93 1.37 5.22 3.99 7.54 3.54 8.43 5.84
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEIIX (AEIIX) -15.18%
Feb 2006 - Feb 2009
-5.07%
Feb 2004 - Feb 2009
-0.66%
Feb 1999 - Feb 2009
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEIIX (AEIIX) 21.49%
Jul 1996 - Jul 1999
17.35%
Sep 2002 - Sep 2007
9.96%
Jul 1996 - Jul 2006
0.00%
NA
Annualized Rolling Returns Comparison Chart