Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISISX (AMERICAN INDEPENDENCE STOCK FUND INSTITUTIONAL CLASS) | NA | -4.71% | 11.44% | 11.91% | 5.22% | 6.12% | NA | … | … |
Data as of 08/28/2015, Common starting date is 06/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISISX (AMERICAN INDEPENDENCE STOCK FUND INSTITUTIONAL CLASS) | 06/17/1997 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | -4.71 | 11.44 | 11.91 | 5.22 | 6.12 | NA | … | … | 31.36 | 15.80 | -3.97 | 15.95 | 31.19 | -29.05 | -9.54 | 15.79 | 6.64 | 18.32 | 31.49 | -17.31 | -2.50 | 21.95 | -9.25 | -6.51 | 0.90 |
| Sharpe Ratio | NA | 0.51 | 1.32 | 0.73 | 0.24 | NA | NA | … | … | 2.93 | 1.10 | -0.17 | 0.96 | 1.06 | -0.77 | -0.54 | 1.37 | 0.45 | 1.77 | 2.08 | -0.81 | -0.31 | 0.99 | -0.75 | -0.44 | -0.10 |
| Standard Deviation(%) | NA | 10.95 | 12.30 | 15.77 | 21.41 | NA | NA | … | … | 10.71 | 14.50 | 22.90 | 16.49 | 29.31 | 39.04 | 23.45 | 9.15 | 10.01 | 9.82 | 14.83 | 22.59 | 15.80 | 18.01 | 16.72 | 22.58 | 17.82 |
| Draw Down(%) | NA | 9.47 | 11.57 | 21.88 | 57.09 | NA | NA | … | … | 4.75 | 11.57 | 21.88 | 13.43 | 26.72 | 41.46 | 20.66 | 7.33 | 6.98 | 5.59 | 12.45 | 31.44 | 22.64 | 15.75 | 26.97 | 19.52 | 11.32 |
| Yield(%) | 0.00 | 51.53 | 29.12 | 22.28 | 10.65 | 10.25 | 7.25 | … | … | 20.71 | 15.89 | 1.72 | 7.32 | 1.03 | 0.00 | 0.00 | 9.47 | 1.80 | 1.43 | 2.13 | 1.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/28/2015, Common starting date is 06/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISISX (AMERICAN INDEPENDENCE STOCK FUND INSTITUTIONAL CLASS) |
-15.46%
Feb 2006 – Feb 2009 |
-6.65%
Mar 1998 – Mar 2003 |
-0.56%
Nov 1998 – Nov 2008 |
2.78%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISISX (AMERICAN INDEPENDENCE STOCK FUND INSTITUTIONAL CLASS) |
25.33%
Feb 2009 – Feb 2012 |
21.84%
Feb 2009 – Feb 2014 |
8.91%
Mar 2003 – Mar 2013 |
8.21%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart