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
ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) 0.74% 3.92% 5.26% 3.51% 3.06% NA NA
Data as of 06/04/2026, Common starting date is 06/30/2014
More Performance Analytics Comparison
Name Start Date End Date
ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) 06/30/2014 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
Annualized Return (%) 0.10 3.92 5.26 3.51 3.06 NA NA 0.74 5.67 5.60 6.24 -0.74 0.69 2.15 5.15 1.08 2.70 3.17 1.54 0.05
Sharpe Ratio NA 1.16 1.63 0.80 1.02 NA NA -0.77 1.94 1.50 2.30 -1.89 1.41 0.61 4.91 -0.40 2.60 3.69 1.75 0.11
Standard Deviation(%) NA 1.18 1.29 1.21 1.39 NA NA 1.21 1.44 1.32 1.13 1.15 0.47 3.12 0.75 0.77 0.79 0.80 0.86 0.80
Draw Down(%) NA 0.59 0.89 1.93 7.62 NA NA 0.59 0.89 0.45 0.51 1.88 0.21 7.62 0.10 0.47 0.30 0.41 0.26 0.62
Yield(%) 0.00 3.66 4.20 3.25 2.75 2.09 1.57 1.23 4.17 4.48 4.22 1.94 0.97 1.71 2.86 2.47 2.07 2.42 2.04 0.95
Data as of 06/04/2026, Common starting date is 06/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) 0.50%
Oct 2019 – Oct 2022
1.48%
Oct 2017 – Oct 2022
2.56%
Jul 2014 – Jul 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) 5.91%
Oct 2022 – Oct 2025
3.95%
Mar 2020 – Mar 2025
3.21%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return