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SEKSX: AMERICAN INDEPENDENCE KANSAS TAX-EXEMPT BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.31 0.01(0.10%) June 05
| Asset Class: | Muni Single State Interm |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/31/1990 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.21% |
| Expenses | 0.48% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1990 |
2025 | 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(%) | 0.0 | 0.5 | 4.8 | 2.8 | 0.3 | 1.6 | 2.4 | 2.3 | 3.6 | 4.8 | 0.3 | 3.9 | -8.1 | 0.6 | 7.0 | 5.3 | 1.1 | 3.0 | 0.6 | 2.7 | 8.1 | -2.1 | 5.1 | 8.4 | 1.6 | 4.0 | -1.9 | 0.1 | 4.0 | 2.0 | 1.7 | 4.0 | 8.1 | 4.1 | 10.1 | -2.6 | 5.7 | 6.7 | 3.5 | 14.0 | -2.4 | 8.4 | 8.5 | 8.8 | 0.0 |
| Sharpe Ratio | NA | -0.6 | 1.24 | -0.02 | -0.69 | 0.01 | NA | NA | 0.55 | 0.58 | -1.21 | 0.06 | -2.28 | 0.39 | 0.92 | 2.34 | -0.21 | 1.41 | 0.19 | 1.65 | 4.48 | -0.75 | 2.59 | 3.76 | 0.6 | 1.72 | -0.72 | -1.78 | 0.31 | -0.14 | 0.3 | 1.36 | 2.85 | 0.69 | 2.24 | -2.39 | 0.86 | 1.22 | -0.04 | 1.87 | -0.82 | 1.51 | 2.44 | 2.52 | NA |
| Draw Down(%) | NA | 2.5 | 2.5 | 6.0 | 13.3 | 13.3 | NA | NA | 13.3 | 3.6 | 3.0 | 7.4 | 12.8 | 2.0 | 9.7 | 1.4 | 1.5 | 1.2 | 3.2 | 1.4 | 0.7 | 5.6 | 1.5 | 1.8 | 4.2 | 2.0 | 8.5 | 2.4 | 0.9 | 1.4 | 3.5 | 3.0 | 2.6 | 3.1 | 3.1 | 5.0 | 1.6 | 1.7 | 3.0 | 1.4 | 6.3 | 2.2 | 2.0 | 1.1 | 0.0 |
| Standard Deviation(%) | NA | 2.3 | 1.9 | 3.2 | 3.3 | 3.5 | NA | NA | 3.1 | 3.4 | 2.7 | 3.8 | 4.2 | 1.5 | 7.3 | 1.6 | 1.6 | 1.7 | 1.8 | 1.6 | 1.8 | 2.8 | 1.9 | 2.2 | 2.4 | 2.3 | 4.0 | 1.7 | 2.0 | 1.8 | 2.4 | 2.4 | 2.5 | 2.4 | 2.6 | 2.5 | 2.6 | 2.5 | 3.7 | 5.3 | 6.7 | 4.1 | 2.4 | 1.9 | 0.0 |
| Treynor Ratio | NA | -0.02 | 0.03 | 0.0 | -0.02 | 0.0 | NA | NA | 0.02 | 0.02 | -0.04 | 0.0 | -0.09 | 0.01 | 0.07 | 0.04 | 0.0 | 0.03 | 0.01 | 0.04 | 0.09 | -0.02 | 0.06 | 0.1 | 0.02 | 0.07 | -0.04 | -0.05 | 0.01 | 0.0 | 0.01 | 0.05 | 0.09 | 0.02 | 0.05 | -0.06 | 0.02 | 0.04 | 0.0 | 0.11 | -0.1 | 0.1 | 0.14 | 0.18 | 1.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | NA |
| Beta | NA | 0.79 | 0.75 | 0.9 | 0.97 | 0.96 | NA | NA | 0.81 | 0.84 | 0.9 | 1.1 | 1.11 | 0.91 | 1.01 | 0.88 | 0.88 | 0.7 | 0.63 | 0.74 | 0.86 | 0.91 | 0.87 | 0.87 | 0.87 | 0.59 | 0.71 | 0.55 | 0.8 | 0.69 | 0.63 | 0.73 | 0.74 | 0.78 | 1.08 | 0.94 | 0.96 | 0.81 | 0.74 | 0.94 | 0.55 | 0.61 | 0.44 | 0.28 | NA |
| RSquared | NA | 0.89 | 0.82 | 0.9 | 0.9 | 0.89 | NA | NA | 0.62 | 0.94 | 0.89 | 0.92 | 0.94 | 0.74 | 0.91 | 0.81 | 0.83 | 0.78 | 0.8 | 0.74 | 0.74 | 0.89 | 0.84 | 0.87 | 0.87 | 0.68 | 0.83 | 0.54 | 0.78 | 0.83 | 0.85 | 0.8 | 0.8 | 0.7 | 0.81 | 0.74 | 0.8 | 0.64 | 0.52 | 0.34 | 0.12 | 0.19 | 0.25 | 0.16 | 0.0 |
| Yield(%) | N/A | 0.7 | 2.0 | 1.9 | 1.7 | 2.3 | 2.7 | 2.5 | N/A | 2.1 | 2.0 | 1.6 | 1.7 | 1.8 | 4.0 | 2.5 | 3.1 | 3.0 | 2.9 | 3.1 | 3.5 | 3.2 | 3.3 | 3.5 | 3.3 | 0.6 | 0.0 | 0.7 | 4.1 | 3.7 | 3.0 | 3.8 | 4.1 | 4.0 | 4.7 | 4.3 | 5.3 | 5.0 | 4.8 | 5.6 | 5.2 | 5.6 | 5.8 | 5.8 | 0.0 |
| Dividend Growth(%) | N/A | -63.5 | 0.5 | -28.7 | -41.0 | -4.2 | -19.0 | N/A | N/A | 4.5 | 22.8 | -14.3 | -2.5 | -54.5 | 60.4 | -20.4 | 5.5 | -1.0 | -5.8 | -7.0 | 3.9 | -1.9 | -2.4 | 6.0 | 425.4 | N/A | -100.0 | -83.2 | 8.9 | 24.6 | -21.7 | -5.0 | 2.6 | -9.4 | 1.5 | -19.1 | 7.7 | 3.5 | -9.0 | 0.0 | -3.8 | -0.2 | 2.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1990
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