Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AIMFF (Aimia Inc) 2.54% -6.48% -8.19% -12.86% NA NA NA
Data as of 06/04/2026, Common starting date is 07/24/2020
More Performance Analytics Comparison
Name Start Date End Date
AIMFF (Aimia Inc) 07/24/2020 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -0.98 -6.48 -8.19 -12.86 NA NA NA 2.54 -2.15 -22.03 -12.59 -31.47 52.12 11.16
Sharpe Ratio NA 0.09 -0.35 -0.43 NA NA NA 0.30 -0.15 -0.80 -0.45 -0.96 1.05 1.40
Standard Deviation(%) NA 33.61 34.10 34.87 NA NA NA 29.81 32.88 35.85 37.49 34.20 41.31 33.76
Draw Down(%) NA 23.53 41.45 63.90 NA NA NA 17.17 23.53 36.05 34.60 44.84 28.67 19.06
Yield(%) 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 06/04/2026, Common starting date is 07/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIMFF (Aimia Inc) -27.49%
Jan 2022 – Jan 2025
-12.94%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIMFF (Aimia Inc) -3.05%
Dec 2020 – Dec 2023
-5.18%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return