Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AAIN NA 7.25% NA NA NA NA NA
Data as of 01/30/2024, Common starting date is 07/20/2021
More Performance Analytics Comparison
Name Start Date End Date
AAIN 07/20/2021 01/30/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021
Annualized Return (%) 0.00 7.25 NA NA NA NA NA 1.62 6.78 -0.92 3.78
Sharpe Ratio NA 0.32 NA NA NA NA NA 3.14 0.27 -0.17 1.33
Standard Deviation(%) NA 9.23 NA NA NA NA NA 5.99 9.39 13.86 6.33
Draw Down(%) NA 3.81 NA NA NA NA NA 0.42 4.21 8.33 4.16
Yield(%) 0.00 6.48 5.20 3.12 1.56 1.04 0.78 1.59 6.47 6.07 1.82
Data as of 01/30/2024, Common starting date is 07/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AAIN (AAIN) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AAIN (AAIN) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return