Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IKTEX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND CLASS C) | NA | -1.49% | 0.35% | 1.77% | 2.00% | NA | NA | … | … |
Data as of 09/21/2018, Common starting date is 10/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IKTEX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND CLASS C) | 10/01/2007 | 09/21/2018 |
| 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 (%) | -0.28 | -1.49 | 0.35 | 1.77 | 2.00 | NA | NA | … | … | -1.57 | 2.08 | -0.52 | 1.70 | 6.88 | -2.97 | 3.99 | 7.32 | 0.47 | 3.36 | -1.88 | 0.38 |
| Sharpe Ratio | NA | -1.69 | -0.15 | 0.91 | 0.82 | NA | NA | … | … | -2.60 | 0.89 | -0.44 | 1.15 | 4.21 | -1.10 | 2.16 | 3.45 | 0.16 | 1.45 | -0.71 | -0.49 |
| Standard Deviation(%) | NA | 1.55 | 1.55 | 1.57 | 2.16 | NA | NA | … | … | 1.31 | 1.63 | 1.65 | 1.46 | 1.63 | 2.74 | 1.84 | 2.11 | 2.31 | 2.26 | 3.94 | 1.72 |
| Draw Down(%) | NA | 1.85 | 3.62 | 3.62 | 6.26 | NA | NA | … | … | 1.73 | 1.33 | 3.62 | 1.76 | 0.73 | 5.88 | 1.58 | 1.79 | 4.45 | 1.96 | 8.51 | 0.66 |
| Yield(%) | 0.00 | 1.64 | 1.87 | 2.09 | 1.95 | 1.28 | 0.96 | … | … | 1.01 | 1.98 | 1.94 | 2.13 | 2.43 | 2.19 | 2.25 | 2.51 | 2.17 | 0.00 | 0.00 | 0.00 |
Data as of 09/21/2018, Common starting date is 10/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IKTEX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND CLASS C) |
0.10%
Jan 2008 – Jan 2011 |
1.00%
Apr 2013 – Apr 2018 |
1.79%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IKTEX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND CLASS C) |
4.28%
Aug 2013 – Aug 2016 |
3.57%
Jan 2011 – Jan 2016 |
2.11%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart