Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIPTX | NA | -5.07% | -6.48% | -0.99% | 0.38% | NA | NA | … | … |
Data as of 05/10/2024, Common starting date is 05/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIPTX | 05/29/2012 | 05/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.07 | -6.48 | -0.99 | 0.38 | NA | NA | … | … | -2.13 | 0.00 | -17.95 | 3.38 | 9.56 | 8.92 | -1.79 | 3.68 | 5.61 | -2.47 | 3.30 | -8.48 | 3.60 |
| Sharpe Ratio | NA | -1.32 | -1.14 | -0.37 | -0.13 | NA | NA | … | … | -1.91 | -0.57 | -1.97 | 0.70 | 1.28 | 1.99 | -0.95 | 0.87 | 1.24 | -0.53 | 0.89 | -1.67 | 1.48 |
| Standard Deviation(%) | NA | 6.74 | 7.68 | 7.05 | 5.71 | NA | NA | … | … | 4.95 | 7.49 | 9.85 | 4.82 | 7.26 | 3.77 | 3.28 | 3.50 | 4.34 | 4.75 | 3.71 | 5.11 | 4.15 |
| Draw Down(%) | NA | 8.37 | 23.34 | 23.34 | 23.34 | NA | NA | … | … | 2.97 | 8.93 | 19.76 | 2.96 | 12.18 | 2.39 | 3.64 | 1.95 | 4.23 | 5.44 | 2.96 | 10.43 | 2.25 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.81 | 1.71 | 1.64 | 1.23 | … | … | 0.00 | 0.00 | 0.00 | 0.39 | 1.42 | 2.45 | 3.80 | 2.64 | 3.84 | 1.92 | 3.84 | 5.03 | 2.13 |
Data as of 05/10/2024, Common starting date is 05/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIPTX () |
-6.08%
Apr 2021 – Apr 2024 |
-1.01%
Apr 2019 – Apr 2024 |
-0.08%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIPTX () |
7.77%
Nov 2018 – Nov 2021 |
5.11%
Dec 2015 – Dec 2020 |
1.19%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart