Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIBLX (ACTIVE CORE FUND INSTITUTIONAL) | NA | -25.99% | -2.33% | 0.67% | 3.94% | 3.63% | NA | … | … |
Data as of 02/25/2022, Common starting date is 01/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIBLX (ACTIVE CORE FUND INSTITUTIONAL) | 01/05/2006 | 02/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -25.99 | -2.33 | 0.67 | 3.94 | 3.63 | NA | … | … | -32.93 | -2.22 | 12.47 | 17.49 | -4.43 | 12.37 | 6.37 | -0.32 | 8.74 | 14.86 | 9.73 | 3.36 | 13.49 | 24.27 | -27.06 | 6.18 | 8.59 |
| Sharpe Ratio | NA | -0.88 | -0.28 | -0.13 | 0.14 | NA | NA | … | … | -0.96 | -0.15 | 0.71 | 2.76 | -0.66 | 3.14 | 0.83 | -0.04 | 1.45 | 2.42 | 1.34 | 0.26 | 1.23 | 1.46 | -1.26 | 0.32 | 0.68 |
| Standard Deviation(%) | NA | 40.41 | 25.63 | 20.35 | 15.22 | NA | NA | … | … | 96.82 | 15.34 | 17.14 | 5.83 | 8.67 | 3.76 | 7.35 | 8.10 | 6.02 | 6.13 | 7.29 | 12.84 | 10.87 | 16.57 | 22.11 | 9.95 | 8.02 |
| Draw Down(%) | NA | 41.29 | 41.29 | 41.29 | 41.29 | NA | NA | … | … | 32.93 | 13.97 | 19.99 | 2.55 | 10.65 | 1.26 | 4.94 | 7.37 | 3.93 | 3.98 | 5.27 | 10.69 | 8.33 | 15.27 | 35.24 | 6.33 | 6.78 |
| Yield(%) | 0.00 | 13.76 | 9.35 | 8.14 | 7.50 | 5.94 | 5.02 | … | … | 0.07 | 13.99 | 6.32 | 6.52 | 7.14 | 6.47 | 4.82 | 6.00 | 7.97 | 8.35 | 4.49 | 2.43 | 2.76 | 2.92 | 2.88 | 9.14 | 11.70 |
Data as of 02/25/2022, Common starting date is 01/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIBLX (ACTIVE CORE FUND INSTITUTIONAL) |
-8.97%
Feb 2006 – Feb 2009 |
1.18%
Jan 2017 – Jan 2022 |
4.25%
Jan 2012 – Jan 2022 |
3.76%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIBLX (ACTIVE CORE FUND INSTITUTIONAL) |
19.30%
Feb 2009 – Feb 2012 |
15.54%
Feb 2009 – Feb 2014 |
10.35%
Feb 2009 – Feb 2019 |
6.96%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart