Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMEIX (EQUITY GROWTH FUND I CLASS) | 9.88% | 30.00% | 22.94% | 4.63% | 8.91% | 9.85% | 7.78% | … | … |
Data as of 06/04/2026, Common starting date is 02/26/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMEIX (EQUITY GROWTH FUND I CLASS) | 02/26/1998 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 30.00 | 22.94 | 4.63 | 8.91 | 9.85 | 7.78 | … | … | 9.88 | 18.61 | 24.95 | 24.62 | -28.15 | -0.84 | 2.76 | 28.65 | -5.76 | 22.11 | 9.74 | -3.92 | 13.33 | 33.23 | 16.54 | 4.26 | 15.13 | 20.26 | -34.60 | 3.62 | 14.37 | 7.52 | 13.78 | 30.50 | -20.05 | -10.98 | -10.88 | 18.78 | 14.92 |
| Sharpe Ratio | NA | 2.28 | 1.32 | 0.11 | 0.37 | NA | NA | … | … | 1.62 | 0.83 | 1.61 | 1.65 | -1.22 | -0.03 | 0.07 | 2.11 | -0.40 | 2.94 | 0.71 | -0.26 | 1.15 | 2.97 | 1.27 | 0.18 | 0.81 | 0.76 | -0.89 | 0.03 | 0.99 | 0.47 | 1.13 | 1.78 | -0.83 | -0.65 | -0.66 | 0.88 | 0.69 |
| Standard Deviation(%) | NA | 12.52 | 15.24 | 20.03 | 19.80 | NA | NA | … | … | 14.16 | 19.12 | 13.28 | 12.85 | 24.39 | 26.77 | 34.55 | 12.90 | 18.05 | 7.32 | 13.49 | 15.49 | 11.58 | 11.18 | 13.09 | 23.50 | 18.62 | 26.56 | 39.70 | 16.70 | 11.09 | 11.24 | 11.37 | 16.69 | 25.47 | 21.01 | 23.00 | 17.54 | 20.84 |
| Draw Down(%) | NA | 9.99 | 20.47 | 44.74 | 44.74 | NA | NA | … | … | 9.99 | 20.30 | 9.76 | 8.94 | 29.34 | 24.30 | 31.91 | 7.43 | 20.85 | 2.21 | 11.38 | 13.24 | 8.37 | 5.24 | 10.80 | 18.89 | 16.06 | 27.92 | 45.45 | 11.44 | 8.69 | 7.23 | 7.18 | 12.97 | 31.81 | 27.61 | 19.90 | 10.28 | 22.76 |
| Yield(%) | 0.00 | 12.37 | 6.53 | 3.00 | 6.01 | 7.93 | 6.32 | … | … | 0.19 | 12.39 | 0.96 | 1.71 | 1.35 | 0.85 | 1.27 | 12.35 | 11.28 | 11.40 | 1.79 | 7.51 | 13.34 | 7.08 | 2.23 | 1.64 | 1.36 | 1.72 | 1.29 | 9.19 | 4.49 | 1.67 | 1.07 | 1.29 | 0.96 | 0.62 | 6.41 | 2.93 | 5.41 |
Data as of 06/04/2026, Common starting date is 02/26/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMEIX (EQUITY GROWTH FUND I CLASS) |
-15.43%
Mar 2000 – Mar 2003 |
-5.77%
Feb 2004 – Feb 2009 |
-2.56%
Feb 1999 – Feb 2009 |
3.92%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMEIX (EQUITY GROWTH FUND I CLASS) |
25.05%
Feb 2009 – Feb 2012 |
22.71%
Feb 2009 – Feb 2014 |
15.61%
Feb 2009 – Feb 2019 |
11.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart