Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIISX (AMERICAN INDEPENDENCE CARRET CORE PLUS FUND INSTITUTIONAL CLASS) | NA | -0.62% | 1.65% | 1.99% | 3.48% | 2.72% | 2.57% | … | … |
Data as of 06/08/2018, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIISX (AMERICAN INDEPENDENCE CARRET CORE PLUS FUND INSTITUTIONAL CLASS) | 01/30/1997 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.62 | 1.65 | 1.99 | 3.48 | 2.72 | 2.57 | … | … | -1.54 | 2.85 | 3.36 | -0.22 | 6.11 | -1.42 | 5.26 | 5.73 | 6.58 | 4.63 | 2.03 | 3.11 | 2.98 | 1.36 | 1.37 | 3.42 | 5.75 | 2.29 | 3.29 | -5.89 | 1.37 | 3.76 |
| Sharpe Ratio | NA | -1.02 | 0.46 | 0.56 | 0.89 | NA | NA | … | … | -2.94 | 1.29 | 1.09 | -0.07 | 2.14 | -0.43 | 2.16 | 1.59 | 1.52 | 0.98 | 0.18 | 0.03 | -0.13 | -0.29 | 0.12 | 0.64 | 1.21 | -0.01 | -0.30 | -3.09 | -0.64 | 0.19 |
| Standard Deviation(%) | NA | 1.52 | 2.59 | 2.98 | 3.58 | NA | NA | … | … | 1.58 | 1.72 | 2.88 | 3.80 | 2.85 | 3.39 | 2.43 | 3.58 | 4.26 | 4.65 | 5.93 | 2.95 | 2.50 | 2.75 | 3.65 | 4.22 | 3.83 | 3.97 | 2.54 | 2.95 | 3.06 | 3.01 |
| Draw Down(%) | NA | 1.88 | 3.11 | 3.28 | 4.60 | NA | NA | … | … | 1.75 | 0.74 | 3.11 | 3.28 | 1.26 | 4.60 | 1.35 | 1.63 | 3.64 | 2.24 | 5.95 | 1.96 | 1.58 | 2.48 | 4.13 | 3.92 | 2.50 | 3.78 | 2.46 | 6.08 | 3.11 | 1.97 |
| Yield(%) | 0.00 | 2.55 | 3.02 | 2.89 | 3.37 | 2.95 | 2.55 | … | … | 0.98 | 2.73 | 3.08 | 3.22 | 2.98 | 2.70 | 3.76 | 3.32 | 5.87 | 2.94 | 0.00 | 0.72 | 3.87 | 3.64 | 2.79 | 4.90 | 1.17 | 0.00 | 0.00 | 0.00 | 0.00 | 1.50 |
Data as of 06/08/2018, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIISX (AMERICAN INDEPENDENCE CARRET CORE PLUS FUND INSTITUTIONAL CLASS) |
-1.50%
Jul 1997 – Jul 2000 |
0.80%
Mar 1997 – Mar 2002 |
1.26%
Oct 1998 – Oct 2008 |
2.55%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIISX (AMERICAN INDEPENDENCE CARRET CORE PLUS FUND INSTITUTIONAL CLASS) |
7.34%
Oct 2008 – Oct 2011 |
5.54%
Oct 2008 – Oct 2013 |
4.00%
Jun 2006 – Jun 2016 |
3.69%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart