Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVPX (MAI MANAGED VOLATILITY FUND INVESTOR) | 5.86% | 13.47% | 9.92% | 6.91% | 6.85% | 6.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVPX (MAI MANAGED VOLATILITY FUND INVESTOR) | 11/23/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 13.47 | 9.92 | 6.91 | 6.85 | 6.21 | NA | … | … | 5.86 | 9.95 | 8.36 | 10.28 | -5.40 | 12.61 | 4.11 | 15.79 | -2.98 | 8.39 | 4.73 | 0.24 | 4.15 | 10.55 | 5.88 | 5.14 | 1.68 |
| Sharpe Ratio | NA | 2.50 | 0.88 | 0.50 | 0.48 | NA | NA | … | … | 2.10 | 0.59 | 1.25 | 1.67 | -0.50 | 2.63 | 0.16 | 2.46 | -0.37 | 2.64 | 0.67 | 0.03 | 0.79 | 2.17 | 1.00 | 0.43 | 4.82 |
| Standard Deviation(%) | NA | 4.68 | 7.76 | 8.85 | 11.01 | NA | NA | … | … | 6.05 | 12.10 | 3.78 | 4.00 | 13.75 | 4.78 | 24.69 | 5.81 | 11.84 | 2.94 | 6.74 | 7.89 | 5.25 | 4.84 | 5.88 | 11.94 | 3.62 |
| Draw Down(%) | NA | 3.12 | 11.84 | 11.84 | 25.73 | NA | NA | … | … | 3.12 | 11.84 | 2.39 | 2.36 | 11.65 | 1.36 | 25.73 | 2.36 | 13.60 | 0.97 | 5.79 | 7.83 | 4.57 | 2.96 | 4.98 | 10.34 | 0.69 |
| Yield(%) | 0.00 | 0.12 | 1.54 | 1.01 | 1.15 | 2.42 | 1.90 | … | … | 0.00 | 0.20 | 1.10 | 3.59 | 0.07 | 0.00 | 0.00 | 0.76 | 1.75 | 1.72 | 0.49 | 3.67 | 6.97 | 5.92 | 3.73 | 4.19 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVPX (MAI MANAGED VOLATILITY FUND INVESTOR) |
0.50%
Mar 2017 – Mar 2020 |
1.50%
Mar 2015 – Mar 2020 |
4.45%
Sep 2012 – Sep 2022 |
5.71%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVPX (MAI MANAGED VOLATILITY FUND INVESTOR) |
10.90%
Sep 2022 – Sep 2025 |
9.05%
Mar 2020 – Mar 2025 |
6.89%
May 2016 – May 2026 |
6.09%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart