Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AISTX (LIMITED DURATION FUND INSTITUTIONAL) | 0.21% | 2.92% | 4.87% | 2.00% | 2.13% | 2.10% | 2.43% | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AISTX (LIMITED DURATION FUND INSTITUTIONAL) | 01/06/2006 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 2.92 | 4.87 | 2.00 | 2.13 | 2.10 | 2.43 | … | … | 0.21 | 5.47 | 5.32 | 5.64 | -5.67 | -0.38 | 3.96 | 4.27 | 1.58 | 1.37 | 1.10 | 0.77 | 1.75 | 1.04 | 4.78 | 3.44 | 10.29 | 17.65 | -17.59 | 5.07 | 2.38 |
| Sharpe Ratio | NA | 0.43 | 0.78 | -0.18 | 0.25 | NA | NA | … | … | -0.47 | 1.06 | 0.73 | 0.64 | -2.60 | -0.30 | 1.73 | 1.59 | 0.14 | 0.47 | 0.78 | 0.61 | 1.64 | 0.77 | 4.03 | 2.38 | 3.92 | 4.29 | -3.50 | 0.96 | -0.70 |
| Standard Deviation(%) | NA | 2.39 | 2.48 | 2.55 | 2.14 | NA | NA | … | … | 2.56 | 2.45 | 2.32 | 3.12 | 2.74 | 1.34 | 2.13 | 1.76 | 1.39 | 1.52 | 1.13 | 1.21 | 1.06 | 1.30 | 1.18 | 1.43 | 2.60 | 4.09 | 5.28 | 2.01 | 1.44 |
| Draw Down(%) | NA | 1.58 | 1.58 | 8.21 | 8.21 | NA | NA | … | … | 1.58 | 1.39 | 1.32 | 1.49 | 7.53 | 0.98 | 3.16 | 0.93 | 0.58 | 0.90 | 1.02 | 0.51 | 0.35 | 1.22 | 0.32 | 0.42 | 1.11 | 2.01 | 19.16 | 1.08 | 0.79 |
| Yield(%) | 0.00 | 3.21 | 3.33 | 2.67 | 2.34 | 2.16 | 2.60 | … | … | 1.17 | 3.54 | 3.15 | 3.14 | 2.09 | 1.69 | 1.85 | 2.53 | 2.29 | 1.68 | 1.52 | 1.29 | 1.11 | 1.56 | 2.39 | 2.88 | 4.00 | 5.68 | 5.05 | 5.26 | 2.46 |
Data as of 06/05/2026, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AISTX (LIMITED DURATION FUND INSTITUTIONAL) |
-3.47%
Feb 2006 – Feb 2009 |
0.29%
Oct 2017 – Oct 2022 |
0.85%
Oct 2012 – Oct 2022 |
1.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AISTX (LIMITED DURATION FUND INSTITUTIONAL) |
10.31%
Dec 2008 – Dec 2011 |
7.28%
Dec 2008 – Dec 2013 |
4.25%
Dec 2008 – Dec 2018 |
3.32%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart