Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AILIM (Ameren Illinois Company) | 7.14% | 12.28% | 3.76% | 0.44% | 2.98% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AILIM (Ameren Illinois Company) | 09/26/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.28 | 3.76 | 0.44 | 2.98 | NA | NA | … | … | 7.14 | 5.21 | 7.64 | -15.25 | -2.45 | 2.53 | 8.50 | 3.87 | 3.08 | 10.69 | 2.30 | 6.20 | 6.84 | 5.15 | -2.52 |
| Sharpe Ratio | NA | 0.52 | 0.03 | -0.14 | 0.05 | NA | NA | … | … | 1.16 | 0.13 | 0.39 | -0.96 | -0.49 | 0.46 | 2.21 | 0.03 | 0.35 | 1.92 | 0.30 | 1.83 | 0.74 | 0.59 | -0.74 |
| Standard Deviation(%) | NA | 18.47 | 14.13 | 14.43 | 25.42 | NA | NA | … | … | 13.63 | 17.65 | 10.25 | 19.94 | 6.93 | 6.39 | 3.72 | 71.15 | 4.85 | 5.25 | 6.92 | 3.37 | 9.21 | 8.70 | 12.97 |
| Draw Down(%) | NA | 11.77 | 11.77 | 18.86 | 41.52 | NA | NA | … | … | 4.94 | 11.77 | 5.06 | 16.62 | 6.67 | 2.63 | 0.48 | 41.52 | 3.64 | 1.72 | 3.50 | 1.48 | 5.45 | 7.32 | 4.00 |
| Yield(%) | 0.00 | 6.20 | 5.48 | 4.38 | 4.67 | 4.22 | 3.17 | … | … | 3.05 | 6.04 | 6.03 | 4.93 | 4.58 | 3.40 | 4.69 | 4.67 | 4.59 | 4.84 | 4.72 | 4.78 | 4.86 | 4.88 | 1.17 |
Data as of 06/03/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AILIM (Ameren Illinois Company) |
-5.24%
Jun 2021 – Jun 2024 |
-1.12%
May 2019 – May 2024 |
1.93%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AILIM (Ameren Illinois Company) |
6.94%
Jul 2013 – Jul 2016 |
6.53%
Jan 2014 – Jan 2019 |
4.74%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart