Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
SEKSX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND INSTITUTIONAL CLASS) | 1.06% | 1.83% | 1.00% | -0.01% | 1.55% | 2.27% | 2.21% | 3.59% |
Data as of 08/01/2025, AR inception is 12/31/1990
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
SEKSX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND INSTITUTIONAL CLASS) | 12/31/1990 | 08/01/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.60 | 1.83 | 1.00 | -0.01 | 1.55 | 2.27 | 2.21 | 3.59 | 1.06 | 0.33 | 3.89 | -8.08 | 0.61 | 7.03 | 5.31 | 1.05 | 3.00 | 0.55 | 2.68 | 8.06 | -2.09 | 5.05 | 8.38 | 1.57 | 4.00 | -1.88 | 0.14 | 4.03 | 2.01 | 1.70 | 4.02 | 8.13 | 4.05 | 10.11 | -2.64 | 5.71 | 6.68 | 3.49 | 13.97 | -2.37 | 8.41 | 8.51 | 8.84 | 0.00 |
Sharpe Ratio | NA | -0.42 | -0.59 | -0.63 | 0.02 | NA | NA | 0.53 | -0.52 | -2.30 | -0.10 | -2.27 | 0.39 | 0.92 | 2.38 | -0.16 | 1.43 | 0.19 | 1.65 | 4.48 | -0.75 | 2.59 | 3.76 | 0.60 | 1.72 | -0.71 | -1.69 | 0.39 | -0.09 | 0.32 | 1.37 | 2.86 | 0.74 | 2.29 | -2.33 | 0.92 | 1.28 | 0.00 | 1.90 | -0.80 | 1.53 | 2.48 | 2.61 | NA |
Standard Deviation(%) | NA | 3.78 | 3.64 | 3.35 | 3.44 | NA | NA | 3.14 | 4.27 | 2.72 | 3.81 | 4.18 | 1.51 | 7.33 | 1.64 | 1.60 | 1.67 | 1.78 | 1.61 | 1.79 | 2.83 | 1.95 | 2.22 | 2.45 | 2.27 | 3.96 | 1.70 | 1.96 | 1.76 | 2.40 | 2.43 | 2.45 | 2.36 | 2.63 | 2.51 | 2.60 | 2.45 | 3.74 | 5.34 | 6.67 | 4.13 | 2.45 | 1.94 | 0.00 |
Draw Down(%) | NA | 3.57 | 7.52 | 13.29 | 13.29 | NA | NA | 13.29 | 3.57 | 2.98 | 7.38 | 12.84 | 1.95 | 9.69 | 1.45 | 1.49 | 1.19 | 3.15 | 1.45 | 0.71 | 5.56 | 1.50 | 1.79 | 4.22 | 1.96 | 8.51 | 2.43 | 0.94 | 1.37 | 3.49 | 3.03 | 2.61 | 3.15 | 3.06 | 5.01 | 1.61 | 1.70 | 2.95 | 1.38 | 6.31 | 2.18 | 1.97 | 1.07 | 0.00 |
Yield(%) | 0.00 | 1.52 | 1.66 | 1.99 | 2.39 | 2.74 | 2.52 | 3.74 | 0.65 | 1.97 | 1.64 | 1.73 | 1.75 | 3.96 | 2.54 | 3.13 | 2.96 | 2.92 | 3.09 | 3.47 | 3.17 | 3.28 | 3.52 | 3.27 | 0.65 | 0.00 | 0.69 | 4.12 | 3.72 | 2.95 | 3.77 | 4.12 | 4.01 | 4.68 | 4.28 | 5.29 | 5.02 | 4.78 | 5.60 | 5.19 | 5.59 | 5.75 | 5.78 | 0.00 |
Data as of 08/01/2025, AR inception is 12/31/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SEKSX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND INSTITUTIONAL CLASS) |
-3.41%
Oct 2020 - Oct 2023 |
-0.07%
Jul 2020 - Jul 2025 |
1.26%
Oct 2012 - Oct 2022 |
1.94%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SEKSX (AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND INSTITUTIONAL CLASS) |
9.07%
Jan 1991 - Jan 1994 |
7.29%
Jan 1991 - Jan 1996 |
5.96%
Jan 1991 - Jan 2001 |
5.23%
Jan 1991 - Jan 2006 |
Annualized Rolling Returns Comparison Chart