Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIPDX (Aic Cmp Mt Advsr) | NA | -33.87% | 3.33% | 2.78% | NA | NA | NA | … | … |
Data as of 09/23/2022, Common starting date is 09/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIPDX (Aic Cmp Mt Advsr) | 09/09/2014 | 09/23/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.87 | 3.33 | 2.78 | NA | NA | NA | … | … | -27.07 | -15.58 | 44.99 | 24.61 | -17.37 | 39.59 | -2.99 | -12.96 | -10.41 |
| Sharpe Ratio | NA | -1.55 | 0.13 | 0.09 | NA | NA | NA | … | … | -1.49 | -0.67 | 1.62 | 1.83 | -1.14 | 5.08 | -0.24 | -0.92 | -2.85 |
| Standard Deviation(%) | NA | 22.20 | 22.80 | 19.97 | NA | NA | NA | … | … | 24.22 | 23.27 | 27.57 | 12.66 | 16.44 | 7.71 | 13.27 | 14.15 | 10.39 |
| Draw Down(%) | NA | 36.09 | 41.90 | 41.90 | NA | NA | NA | … | … | 30.06 | 30.36 | 29.37 | 9.83 | 27.73 | 2.98 | 14.97 | 24.82 | 13.71 |
| Yield(%) | 0.00 | 12.22 | 7.04 | 4.62 | 2.24 | 1.50 | 1.12 | … | … | 1.10 | 11.90 | 0.00 | 1.02 | 0.00 | 1.82 | 0.49 | 0.00 | 0.09 |
Data as of 09/23/2022, Common starting date is 09/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPDX (Aic Cmp Mt Advsr) |
0.89%
Oct 2014 – Oct 2017 |
-0.90%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPDX (Aic Cmp Mt Advsr) |
23.70%
Oct 2018 – Oct 2021 |
18.02%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart