Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMSSX (AI INTERNATIONAL FUND INSTITUTIONAL CLASS) | NA | 18.00% | 6.12% | 6.89% | -0.36% | 6.78% | NA | … | … |
Data as of 10/26/2017, Common starting date is 12/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMSSX (AI INTERNATIONAL FUND INSTITUTIONAL CLASS) | 12/29/1997 | 10/26/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 18.00 | 6.12 | 6.89 | -0.36 | 6.78 | NA | … | … | 20.30 | -0.54 | -0.31 | -5.56 | 18.05 | 15.69 | -10.98 | 5.62 | 23.58 | -39.58 | 4.17 | 25.30 | 10.55 | 23.30 | 39.13 | -15.42 | -16.34 | -16.03 | 19.19 | 11.08 | 1.00 |
| Sharpe Ratio | NA | 2.35 | 0.41 | 0.51 | -0.03 | NA | NA | … | … | 3.40 | -0.05 | -0.02 | -0.40 | 1.50 | 1.10 | -0.52 | 0.32 | 1.12 | -1.23 | 0.06 | 1.71 | 0.82 | 1.71 | 2.64 | -0.83 | -1.11 | -1.06 | 1.27 | 0.46 | 66.72 |
| Standard Deviation(%) | NA | 7.42 | 14.17 | 13.08 | 18.47 | NA | NA | … | … | 7.25 | 15.70 | 14.48 | 13.91 | 11.98 | 14.34 | 21.06 | 17.45 | 21.05 | 32.86 | 16.37 | 12.86 | 10.06 | 13.02 | 14.56 | 20.00 | 17.22 | 19.18 | 12.50 | 16.45 | 3.70 |
| Draw Down(%) | NA | 4.20 | 22.21 | 23.13 | 59.52 | NA | NA | … | … | 2.00 | 14.37 | 16.27 | 15.39 | 9.98 | 14.59 | 24.15 | 20.50 | 25.03 | 47.56 | 14.35 | 13.29 | 7.41 | 9.15 | 16.37 | 29.91 | 29.24 | 20.10 | 8.61 | 24.18 | 0.00 |
| Yield(%) | 0.00 | 21.83 | 9.79 | 8.08 | 2.89 | 7.91 | 4.73 | … | … | 20.33 | 2.39 | 1.45 | 7.73 | 5.59 | 3.12 | 1.30 | 0.19 | 1.30 | 0.00 | 0.00 | 24.35 | 8.67 | 2.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.46 | 1.18 |
Data as of 10/26/2017, Common starting date is 12/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMSSX (AI INTERNATIONAL FUND INSTITUTIONAL CLASS) |
-17.27%
Mar 2000 – Mar 2003 |
-8.77%
Mar 1998 – Mar 2003 |
-1.02%
Feb 1999 – Feb 2009 |
1.93%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMSSX (AI INTERNATIONAL FUND INSTITUTIONAL CLASS) |
30.92%
Mar 2003 – Mar 2006 |
23.51%
Sep 2002 – Sep 2007 |
8.58%
Mar 2003 – Mar 2013 |
7.17%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart