Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAIPX (MAI MANAGED VOLATILITY FUND INSTITUTIONAL) | 5.27% | 13.18% | 9.95% | 7.04% | 7.03% | 6.39% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAIPX (MAI MANAGED VOLATILITY FUND INSTITUTIONAL) | 10/04/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 13.18 | 9.95 | 7.04 | 7.03 | 6.39 | NA | … | … | 5.27 | 10.28 | 8.64 | 10.59 | -5.22 | 12.81 | 4.39 | 16.13 | -2.73 | 8.65 | 4.86 | 0.47 | 4.47 | 10.64 | 6.06 | 4.78 | 3.21 |
| Sharpe Ratio | NA | 2.22 | 0.87 | 0.51 | 0.49 | NA | NA | … | … | 1.69 | 0.62 | 1.34 | 1.74 | -0.48 | 2.66 | 0.17 | 2.55 | -0.35 | 2.74 | 0.69 | 0.05 | 0.83 | 2.19 | 1.02 | 0.40 | 3.57 |
| Standard Deviation(%) | NA | 4.74 | 7.74 | 8.84 | 10.98 | NA | NA | … | … | 6.03 | 12.04 | 3.75 | 4.03 | 13.77 | 4.81 | 24.63 | 5.76 | 11.79 | 2.93 | 6.69 | 7.95 | 5.36 | 4.84 | 5.92 | 11.92 | 3.81 |
| Draw Down(%) | NA | 3.10 | 11.77 | 11.77 | 25.69 | NA | NA | … | … | 3.10 | 11.77 | 2.37 | 2.30 | 11.54 | 1.40 | 25.69 | 2.35 | 13.56 | 0.99 | 5.66 | 7.74 | 4.52 | 2.97 | 4.90 | 10.43 | 1.27 |
| Yield(%) | 0.00 | 1.28 | 2.79 | 1.95 | 2.10 | 3.17 | 2.50 | … | … | 0.22 | 1.45 | 2.33 | 4.85 | 0.49 | 0.00 | 0.33 | 1.98 | 2.73 | 2.24 | 0.84 | 4.02 | 7.40 | 6.33 | 4.29 | 4.21 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAIPX (MAI MANAGED VOLATILITY FUND INSTITUTIONAL) |
0.77%
Mar 2017 – Mar 2020 |
1.73%
Mar 2015 – Mar 2020 |
4.67%
Sep 2012 – Sep 2022 |
5.93%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAIPX (MAI MANAGED VOLATILITY FUND INSTITUTIONAL) |
11.16%
Sep 2022 – Sep 2025 |
9.30%
Mar 2020 – Mar 2025 |
7.14%
May 2016 – May 2026 |
6.31%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart