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
AIMH (AimRite Holdings Corp) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 05/09/2023, Common starting date is 07/25/1995
More Performance Analytics Comparison
Name Start Date End Date
AIMH (AimRite Holdings Corp) 07/25/1995 05/09/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -50.00 -25.37 1,476.47 -52.78 -48.57 536.36 -73.81 180.00 -51.61 -77.04 0.00 -50.00 440.00 400.00 100.00 -50.00 0.00 0.00 0.00 -50.00 -96.77 93.75 -97.09 233.33 111.54 -68.80 -99.83 -85.37
Sharpe Ratio NA -0.01 0.19 0.02 -0.01 NA NA -0.02 -0.15 -0.10 5.35 -0.25 -0.21 1.78 -0.26 0.50 -0.18 -0.35 0.00 -0.20 1.14 0.65 0.19 -0.11 -0.01 0.00 0.00 -0.12 -0.21 0.41 -0.43 1.10 0.12 -0.20 -0.22 -0.34
Standard Deviation(%) NA 367.28 307.21 280.56 289.45 NA NA 334.48 352.66 257.68 272.88 218.51 242.52 304.19 284.75 358.54 284.86 218.03 209.06 245.77 383.64 620.69 531.28 498.17 445.92 NA 231.87 414.33 457.92 226.96 235.88 208.33 889.33 369.32 475.88 299.88
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 66.67 88.64 84.54 70.21 82.86 75.51 78.57 87.20 77.61 85.93 81.60 76.36 76.00 76.00 73.91 80.00 75.00 0.00 75.00 75.00 98.67 73.91 99.01 67.34 99.69 92.31 99.92 85.37
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 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 05/09/2023, Common starting date is 07/25/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIMH (AimRite Holdings Corp) -95.07%
Oct 1995 – Oct 1998
-87.11%
Dec 1995 – Dec 2000
-75.44%
Nov 1995 – Nov 2005
-53.29%
Feb 1996 – Feb 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIMH (AimRite Holdings Corp) 291.41%
Aug 2017 – Aug 2020
109.13%
May 2006 – May 2011
40.50%
Aug 2010 – Aug 2020
34.98%
Aug 2005 – Aug 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return