Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMSAX (IMS DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) | NA | 12.60% | 8.45% | 7.72% | 9.78% | 3.81% | NA | … | … |
Data as of 06/19/2020, Common starting date is 11/18/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMSAX (IMS DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) | 11/18/2002 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 12.60 | 8.45 | 7.72 | 9.78 | 3.81 | NA | … | … | 1.38 | 29.65 | -10.68 | 17.51 | 16.49 | -8.51 | 11.08 | 21.80 | 11.65 | -0.01 | 13.05 | 20.85 | -42.60 | -8.17 | 9.16 | -7.36 | 11.09 | 24.12 | -2.03 |
| Sharpe Ratio | NA | 0.34 | 0.32 | 0.35 | 0.54 | NA | NA | … | … | 0.05 | 2.22 | -0.74 | 2.28 | 1.20 | -0.57 | 1.05 | 1.96 | 0.85 | 0.00 | 0.83 | 0.99 | -1.35 | -0.72 | 0.56 | -1.11 | 0.74 | 1.26 | -0.91 |
| Standard Deviation(%) | NA | 34.03 | 22.59 | 19.56 | 17.36 | NA | NA | … | … | 48.01 | 12.72 | 16.35 | 7.43 | 13.58 | 15.05 | 10.56 | 11.10 | 13.82 | 22.71 | 15.67 | 20.94 | 32.18 | 15.79 | 10.39 | 8.63 | 13.72 | 18.61 | 18.83 |
| Draw Down(%) | NA | 35.32 | 35.32 | 35.32 | 35.32 | NA | NA | … | … | 35.32 | 7.58 | 21.35 | 4.14 | 9.65 | 16.28 | 7.59 | 7.62 | 11.96 | 18.15 | 13.46 | 21.39 | 44.46 | 16.88 | 8.20 | 11.19 | 12.71 | 12.15 | 6.05 |
| Yield(%) | 0.00 | 5.72 | 2.62 | 2.06 | 2.90 | 1.34 | 1.26 | … | … | 0.06 | 6.96 | 0.62 | 0.79 | 1.10 | 0.53 | 0.84 | 3.55 | 3.65 | 1.50 | 1.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/19/2020, Common starting date is 11/18/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMSAX (IMS DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) |
-21.66%
Feb 2006 – Feb 2009 |
-13.20%
Feb 2004 – Feb 2009 |
-0.01%
Feb 2006 – Feb 2016 |
2.11%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMSAX (IMS DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) |
18.91%
Feb 2009 – Feb 2012 |
16.11%
Feb 2009 – Feb 2014 |
11.41%
Feb 2009 – Feb 2019 |
4.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart