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
ASDAX (AAM/HIMCO SHORT DURATION FUND CLASS A) 0.56% 3.70% 4.95% 3.23% 2.79% NA NA
Data as of 06/03/2026, Common starting date is 07/01/2014
More Performance Analytics Comparison
Name Start Date End Date
ASDAX (AAM/HIMCO SHORT DURATION FUND CLASS A) 07/01/2014 06/03/2026
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
Annualized Return (%) -0.30 3.70 4.95 3.23 2.79 NA NA 0.56 5.43 5.25 5.97 -0.97 0.45 1.80 4.89 0.92 2.35 2.91 1.21 -0.03
Sharpe Ratio NA 0.99 1.41 0.58 0.83 NA NA -0.78 1.76 1.17 1.94 -2.07 0.68 0.50 4.47 -0.67 2.17 3.09 1.49 -0.09
Standard Deviation(%) NA 1.15 1.32 1.24 1.40 NA NA 1.13 1.45 1.38 1.20 1.17 0.63 3.12 0.77 0.69 0.78 0.87 0.79 0.82
Draw Down(%) NA 0.49 0.80 2.17 7.63 NA NA 0.49 0.80 0.50 0.51 2.10 0.21 7.63 0.10 0.41 0.30 0.33 0.37 0.64
Yield(%) 0.00 3.46 3.97 3.02 2.52 1.90 1.43 1.16 3.93 4.24 3.99 1.69 0.73 1.47 2.61 2.22 1.83 2.17 1.82 0.87
Data as of 06/03/2026, Common starting date is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASDAX (AAM/HIMCO SHORT DURATION FUND CLASS A) 0.23%
Oct 2019 – Oct 2022
1.21%
Oct 2017 – Oct 2022
2.35%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASDAX (AAM/HIMCO SHORT DURATION FUND CLASS A) 5.62%
Oct 2022 – Oct 2025
3.68%
Mar 2020 – Mar 2025
2.93%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return