Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIFS (Agent Information Software Inc) | NA | -32.85% | -15.52% | -5.81% | 13.17% | 8.02% | 6.38% | … | … |
Data as of 03/28/2025, Common starting date is 05/08/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIFS (Agent Information Software Inc) | 05/08/1995 | 03/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -32.85 | -15.52 | -5.81 | 13.17 | 8.02 | 6.38 | … | … | -23.45 | -16.67 | 15.34 | -14.21 | -24.51 | 14.10 | 181.65 | -28.95 | 225.71 | -10.26 | 143.75 | -5.88 | 61.90 | -47.50 | -50.00 | 8.11 | -17.78 | -41.56 | 2.67 | 47.06 | 27.50 | 29.03 | -31.11 | 4.65 | -71.33 | -73.53 | 580.31 | -4.80 | 16.67 | 63.76 | 37.54 |
| Sharpe Ratio | NA | -0.36 | -0.23 | -0.11 | 0.11 | NA | NA | … | … | -1.94 | -0.20 | 0.14 | -0.30 | -0.39 | 0.13 | 2.53 | -0.60 | 1.53 | -0.07 | 1.16 | -0.11 | 0.17 | -0.13 | -0.37 | 0.02 | -0.14 | -0.18 | -0.01 | 0.18 | 0.11 | 0.08 | -0.09 | 0.01 | -0.29 | -0.38 | 3.02 | -0.03 | 0.05 | 0.38 | 0.20 |
| Standard Deviation(%) | NA | 109.40 | 87.63 | 78.16 | 100.65 | NA | NA | … | … | 36.36 | 119.52 | 77.34 | 52.61 | 62.65 | 108.07 | 71.24 | 50.15 | 148.16 | 153.00 | 123.54 | 51.50 | 356.10 | 380.77 | 123.49 | 394.48 | 127.02 | 238.34 | 59.69 | 215.88 | 257.35 | 335.65 | 366.95 | 354.62 | 252.91 | 203.30 | 170.67 | 322.86 | 286.07 | 146.50 | 365.69 |
| Draw Down(%) | NA | 55.62 | 63.69 | 75.85 | 75.85 | NA | NA | … | … | 23.45 | 60.06 | 47.41 | 28.55 | 43.24 | 50.21 | 28.57 | 32.46 | 47.18 | 58.33 | 39.62 | 30.43 | 94.23 | 95.00 | 50.00 | 46.67 | 45.45 | 54.55 | 22.22 | 37.50 | 38.46 | 78.61 | 63.53 | 62.50 | 78.00 | 91.67 | 43.67 | 61.56 | 41.21 | 15.01 | 16.67 |
| Yield(%) | 0.00 | 2.05 | 1.83 | 1.70 | 4.72 | 2.91 | 2.36 | … | … | 0.00 | 1.94 | 2.00 | 2.11 | 0.00 | 1.28 | 3.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/28/2025, Common starting date is 05/08/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIFS (Agent Information Software Inc) |
-68.64%
Apr 2000 – Apr 2003 |
-50.69%
May 2000 – May 2005 |
-30.85%
Jun 2001 – Jun 2011 |
-19.69%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIFS (Agent Information Software Inc) |
156.87%
Mar 1997 – Mar 2000 |
72.35%
Sep 2014 – Sep 2019 |
34.76%
Apr 2012 – Apr 2022 |
14.79%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison Chart