Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBFSX (AMERICAN INDEPENDENCE CARRET CORE PLUS FUND CLASS A) | NA | -1.03% | 1.31% | 1.65% | 2.94% | NA | NA | … | … |
Data as of 06/08/2018, Common starting date is 06/29/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBFSX (AMERICAN INDEPENDENCE CARRET CORE PLUS FUND CLASS A) | 06/29/2006 | 06/08/2018 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.03 | 1.31 | 1.65 | 2.94 | NA | NA | … | … | -1.66 | 2.49 | 2.99 | -0.53 | 5.71 | -1.72 | 4.86 | 5.41 | 6.08 | 2.37 | 2.03 | 2.38 | 1.61 |
| Sharpe Ratio | NA | -1.21 | 0.33 | 0.45 | 0.73 | NA | NA | … | … | -3.06 | 1.01 | 0.97 | -0.15 | 2.07 | -0.54 | 2.02 | 1.52 | 1.42 | 0.43 | 0.19 | -0.23 | -0.11 |
| Standard Deviation(%) | NA | 1.61 | 2.61 | 2.94 | 3.65 | NA | NA | … | … | 1.60 | 1.85 | 2.86 | 3.78 | 2.76 | 3.26 | 2.40 | 3.54 | 4.22 | 5.31 | 5.86 | 2.84 | 2.01 |
| Draw Down(%) | NA | 2.05 | 3.23 | 3.32 | 4.73 | NA | NA | … | … | 1.73 | 0.83 | 3.23 | 3.32 | 1.34 | 4.73 | 1.34 | 1.64 | 3.65 | 4.17 | 6.04 | 1.87 | 0.88 |
| Yield(%) | 0.00 | 2.20 | 2.67 | 2.54 | 2.74 | 1.87 | 1.40 | … | … | 0.84 | 2.38 | 2.71 | 2.89 | 2.62 | 2.37 | 3.38 | 2.94 | 5.30 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2018, Common starting date is 06/29/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBFSX (AMERICAN INDEPENDENCE CARRET CORE PLUS FUND CLASS A) |
0.74%
Jan 2015 – Jan 2018 |
1.22%
Apr 2013 – Apr 2018 |
2.65%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBFSX (AMERICAN INDEPENDENCE CARRET CORE PLUS FUND CLASS A) |
6.31%
Oct 2008 – Oct 2011 |
4.78%
Oct 2008 – Oct 2013 |
3.26%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart