Performance Comparison
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.
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