Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISFSX (AMERICAN INDEPENDENCE STOCK FUND CLASS C) | NA | -69.73% | -24.46% | -11.73% | NA | NA | NA | … | … |
Data as of 08/28/2015, Common starting date is 10/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISFSX (AMERICAN INDEPENDENCE STOCK FUND CLASS C) | 10/01/2007 | 08/28/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -67.69 | -69.73 | -24.46 | -11.73 | NA | NA | NA | … | … | 30.06 | 14.66 | -4.92 | 14.39 | 29.54 | -26.69 | -18.28 |
| Sharpe Ratio | NA | 0.42 | 1.23 | 0.65 | NA | NA | NA | … | … | 2.82 | 1.01 | -0.22 | 0.86 | 1.01 | -0.71 | -1.46 |
| Standard Deviation(%) | NA | 10.93 | 12.29 | 15.79 | NA | NA | NA | … | … | 10.66 | 14.53 | 22.85 | 16.59 | 29.19 | 39.03 | 39.66 |
| Draw Down(%) | NA | 9.74 | 11.76 | 22.30 | NA | NA | NA | … | … | 4.80 | 11.76 | 22.30 | 13.90 | 26.82 | 41.72 | 20.21 |
| Yield(%) | 0.00 | 51.89 | 28.76 | 21.61 | 7.99 | 5.33 | 4.00 | … | … | 20.40 | 15.50 | 1.23 | 6.48 | 0.00 | 0.00 | 0.00 |
Data as of 08/28/2015, 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 |
|---|---|---|---|---|
| ISFSX (AMERICAN INDEPENDENCE STOCK FUND CLASS C) |
-5.36%
Nov 2007 – Nov 2010 |
-1.10%
Nov 2007 – Nov 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISFSX (AMERICAN INDEPENDENCE STOCK FUND CLASS C) |
23.86%
Feb 2009 – Feb 2012 |
20.48%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart