Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AILIN (Ameren Illinois Company) | 3.09% | 11.09% | 3.57% | -1.52% | 1.80% | NA | NA | … | … |
Data as of 04/10/2026, Common starting date is 10/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AILIN (Ameren Illinois Company) | 10/03/2012 | 04/10/2026 |
| 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 (%) | 1.53 | 11.09 | 3.57 | -1.52 | 1.80 | NA | NA | … | … | 3.09 | 6.54 | 7.68 | -16.67 | -5.38 | 4.23 | 3.68 | 9.03 | 4.12 | 5.20 | 1.39 | 10.23 | 5.24 | -2.08 | 0.76 |
| Sharpe Ratio | NA | 1.08 | 0.02 | -0.24 | 0.01 | NA | NA | … | … | 2.25 | 0.47 | 0.65 | -0.87 | -0.27 | 0.61 | 1.17 | 2.19 | 0.27 | 0.39 | 0.25 | 2.44 | 0.44 | -0.20 | 0.09 |
| Standard Deviation(%) | NA | 7.74 | 10.38 | 16.92 | 12.97 | NA | NA | … | … | 4.11 | 7.94 | 6.28 | 23.61 | 25.48 | 6.92 | 2.91 | 3.45 | 10.36 | 11.64 | 4.77 | 4.18 | 11.94 | 10.35 | 36.42 |
| Draw Down(%) | NA | 2.76 | 12.50 | 25.04 | 25.04 | NA | NA | … | … | 0.00 | 2.85 | 2.67 | 20.88 | 23.15 | 2.88 | 1.20 | 0.26 | 5.05 | 6.15 | 4.00 | 0.75 | 7.81 | 5.40 | 11.28 |
| Yield(%) | 0.00 | 6.21 | 5.12 | 3.67 | 4.12 | 3.84 | 2.88 | … | … | 3.02 | 6.05 | 4.67 | 4.89 | 4.40 | 3.33 | 4.40 | 4.58 | 4.56 | 4.58 | 4.44 | 4.68 | 4.70 | 4.40 | 1.11 |
Data as of 04/10/2026, Common starting date is 10/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AILIN (Ameren Illinois Company) |
-7.00%
May 2021 – May 2024 |
-2.11%
Mar 2020 – Mar 2025 |
1.28%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AILIN (Ameren Illinois Company) |
8.86%
Nov 2012 – Nov 2015 |
6.89%
Aug 2014 – Aug 2019 |
4.92%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart