Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IKSTX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND CLASS A) | 0.33% | 4.39% | 2.60% | -0.05% | 1.15% | 1.94% | 1.80% | … | … |
Data as of 06/11/2026, Common starting date is 08/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IKSTX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND CLASS A) | 08/29/2002 | 06/11/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 4.39 | 2.60 | -0.05 | 1.15 | 1.94 | 1.80 | … | … | 0.33 | 4.48 | 0.29 | 3.66 | -8.32 | 0.36 | 4.69 | 5.17 | 0.69 | 2.60 | 0.17 | 2.32 | 7.54 | -2.38 | 4.55 | 8.05 | 1.42 | 3.26 | -1.88 | -0.47 | -0.19 | -1.75 | -1.27 | 1.92 | 1.79 |
| Sharpe Ratio | NA | 0.98 | -0.21 | -0.77 | -0.14 | NA | NA | … | … | -0.67 | 0.48 | -1.22 | 0.00 | -2.41 | 0.23 | 0.63 | 2.28 | -0.48 | 1.17 | -0.03 | 1.55 | 4.49 | -0.87 | 2.33 | 3.67 | 0.55 | 1.42 | -0.72 | -2.27 | -2.59 | -2.88 | -1.04 | 0.52 | 1.51 |
| Standard Deviation(%) | NA | 1.88 | 3.14 | 3.25 | 3.37 | NA | NA | … | … | 2.26 | 3.37 | 2.73 | 3.80 | 4.06 | 1.45 | 7.05 | 1.62 | 1.45 | 1.67 | 1.67 | 1.48 | 1.67 | 2.79 | 1.94 | 2.19 | 2.40 | 2.23 | 3.92 | 1.60 | 1.39 | 1.39 | 2.17 | 2.31 | 2.91 |
| Draw Down(%) | NA | 2.39 | 6.05 | 13.53 | 13.53 | NA | NA | … | … | 2.39 | 3.60 | 3.06 | 7.49 | 12.99 | 1.86 | 9.60 | 1.45 | 1.60 | 1.23 | 3.28 | 1.47 | 0.73 | 5.77 | 1.54 | 1.79 | 4.23 | 1.96 | 8.51 | 2.34 | 1.96 | 2.56 | 4.12 | 3.46 | 2.61 |
| Yield(%) | 0.00 | 1.77 | 1.73 | 1.52 | 1.88 | 2.27 | 1.96 | … | … | 0.62 | 1.85 | 1.93 | 1.42 | 1.49 | 1.51 | 1.82 | 2.31 | 2.78 | 2.58 | 2.54 | 2.74 | 3.07 | 2.79 | 2.88 | 3.11 | 3.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.74 | 1.41 |
Data as of 06/11/2026, Common starting date is 08/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IKSTX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND CLASS A) |
-3.65%
Oct 2020 – Oct 2023 |
-1.47%
Sep 2003 – Sep 2008 |
0.74%
Jun 2003 – Jun 2013 |
1.30%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IKSTX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND CLASS A) |
4.91%
Aug 2013 – Aug 2016 |
4.20%
Jan 2011 – Jan 2016 |
3.34%
Jan 2011 – Jan 2021 |
2.46%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart