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
FNIHX (AMERICAN INDEPENDENCE U.S. INFLATION-PROTECTED FUND CLASS A) NA -3.72% 0.83% 0.42% 3.04% NA NA
Data as of 12/13/2018, Common starting date is 02/07/2007
More Performance Analytics Comparison
Name Start Date End Date
FNIHX (AMERICAN INDEPENDENCE U.S. INFLATION-PROTECTED FUND CLASS A) 02/07/2007 12/13/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 -3.72 0.83 0.42 3.04 NA NA -4.09 2.47 3.96 -1.98 2.55 -9.11 6.11 13.75 5.68 10.78 -0.82 5.00
Sharpe Ratio NA -1.64 -0.04 -0.01 0.51 NA NA -1.85 0.52 0.78 -0.36 0.62 -1.67 1.34 2.12 0.95 1.31 -0.17 0.47
Standard Deviation(%) NA 3.09 3.88 4.31 5.47 NA NA 3.06 3.49 4.77 5.66 4.07 5.49 4.55 6.47 5.88 8.15 10.41 5.38
Draw Down(%) NA 4.16 5.03 5.79 11.10 NA NA 4.16 2.06 5.03 5.57 3.68 10.48 2.38 2.88 5.34 4.29 13.82 4.07
Yield(%) 0.00 2.61 1.52 1.07 3.36 2.36 1.77 1.51 1.98 0.83 0.12 0.82 0.02 5.34 8.58 7.31 5.10 1.51 0.00
Data as of 12/13/2018, Common starting date is 02/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FNIHX (AMERICAN INDEPENDENCE U.S. INFLATION-PROTECTED FUND CLASS A) -2.96%
Dec 2012 – Dec 2015
-0.86%
Nov 2012 – Nov 2017
2.45%
Feb 2008 – Feb 2018
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FNIHX (AMERICAN INDEPENDENCE U.S. INFLATION-PROTECTED FUND CLASS A) 12.19%
Nov 2008 – Nov 2011
7.99%
Jul 2007 – Jul 2012
3.72%
May 2007 – May 2017
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return