Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPUIX (AAM SELECT INCOME FUND CLASS I) | 0.04% | 5.14% | 5.76% | 0.76% | 2.98% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPUIX (AAM SELECT INCOME FUND CLASS I) | 04/22/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.14 | 5.76 | 0.76 | 2.98 | NA | NA | … | … | 0.04 | 7.71 | 3.60 | 9.19 | -16.27 | -0.11 | 10.20 | 14.80 | -3.02 | 6.86 | 6.34 | -0.88 | 8.54 | -2.47 |
| Sharpe Ratio | NA | 0.78 | 0.53 | -0.28 | 0.26 | NA | NA | … | … | -0.46 | 1.01 | 0.00 | 0.84 | -2.33 | -0.03 | 1.09 | 3.63 | -1.65 | 2.21 | 1.77 | -0.24 | 3.87 | -0.97 |
| Standard Deviation(%) | NA | 4.21 | 5.48 | 5.94 | 5.50 | NA | NA | … | … | 4.62 | 4.82 | 5.53 | 6.68 | 7.63 | 4.09 | 9.07 | 3.67 | 2.68 | 2.82 | 3.47 | 3.78 | 2.20 | 3.67 |
| Draw Down(%) | NA | 3.22 | 6.03 | 22.36 | 22.36 | NA | NA | … | … | 3.22 | 3.62 | 3.60 | 6.95 | 21.19 | 4.70 | 16.98 | 2.34 | 3.82 | 1.63 | 4.30 | 3.99 | 1.29 | 6.10 |
| Yield(%) | 0.00 | 4.44 | 4.67 | 3.59 | 3.70 | 3.16 | 2.37 | … | … | 1.55 | 4.70 | 4.74 | 4.48 | 3.24 | 3.06 | 4.06 | 3.53 | 3.56 | 3.23 | 3.07 | 3.17 | 3.51 | 2.51 |
Data as of 06/04/2026, Common starting date is 04/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPUIX (AAM SELECT INCOME FUND CLASS I) |
-4.79%
Oct 2020 – Oct 2023 |
-0.25%
Oct 2017 – Oct 2022 |
2.17%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPUIX (AAM SELECT INCOME FUND CLASS I) |
8.26%
Oct 2022 – Oct 2025 |
6.87%
Dec 2015 – Dec 2020 |
3.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart