Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AILIH (Ameren Illinois Company) | 2.67% | 9.09% | 0.31% | -2.47% | 0.93% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AILIH (Ameren Illinois Company) | 02/02/2012 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.09 | 0.31 | -2.47 | 0.93 | NA | NA | … | … | 2.67 | 1.44 | 13.21 | -10.92 | -18.14 | 0.64 | 9.43 | 4.15 | 4.93 | 3.27 | 8.31 | 3.85 | 5.15 | 12.36 | 10.46 |
| Sharpe Ratio | NA | 0.37 | -0.22 | -0.31 | -0.06 | NA | NA | … | … | 0.53 | -0.12 | 0.59 | -1.02 | -0.84 | 0.07 | 0.50 | 0.45 | 0.69 | 0.72 | 1.82 | 0.32 | 0.33 | 0.75 | 0.49 |
| Standard Deviation(%) | NA | 12.26 | 13.28 | 16.20 | 13.03 | NA | NA | … | … | 7.21 | 12.50 | 16.16 | 14.36 | 23.26 | 9.31 | 18.18 | 5.94 | 5.17 | 3.66 | 4.46 | 12.10 | 15.63 | 16.44 | 23.65 |
| Draw Down(%) | NA | 5.73 | 19.37 | 33.37 | 33.52 | NA | NA | … | … | 2.11 | 6.91 | 8.45 | 19.37 | 25.22 | 4.24 | 8.62 | 3.11 | 3.07 | 1.29 | 2.54 | 5.70 | 5.83 | 6.69 | 8.52 |
| Yield(%) | 0.00 | 6.29 | 4.79 | 3.79 | 4.02 | 4.59 | 3.44 | … | … | 3.06 | 5.83 | 4.73 | 5.30 | 4.06 | 3.03 | 4.24 | 4.23 | 4.25 | 4.21 | 4.36 | 4.34 | 4.56 | 4.69 | 3.75 |
Data as of 06/08/2026, Common starting date is 02/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AILIH (Ameren Illinois Company) |
-9.80%
Dec 2020 – Dec 2023 |
-4.94%
Aug 2020 – Aug 2025 |
0.48%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AILIH (Ameren Illinois Company) |
7.90%
Apr 2014 – Apr 2017 |
7.18%
Aug 2015 – Aug 2020 |
4.60%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart