Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPUYX (AAM/INSIGHT SELECT INCOME FUND CLASS Y) | NA | 6.27% | 3.62% | 1.55% | NA | NA | NA | … | … |
Data as of 05/05/2025, Common starting date is 10/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPUYX (AAM/INSIGHT SELECT INCOME FUND CLASS Y) | 10/31/2017 | 05/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 6.27 | 3.62 | 1.55 | NA | NA | NA | … | … | 1.94 | 3.65 | 9.24 | -16.22 | -0.04 | 10.30 | 14.87 | -3.07 | 0.65 |
| Sharpe Ratio | NA | 0.59 | 0.06 | -0.07 | NA | NA | NA | … | … | 0.46 | 0.01 | 0.83 | -2.32 | -0.02 | 1.10 | 3.65 | -1.64 | 1.16 |
| Standard Deviation(%) | NA | 5.55 | 6.56 | 5.94 | NA | NA | NA | … | … | 6.07 | 5.45 | 6.76 | 7.63 | 4.05 | 9.08 | 3.67 | 2.72 | 2.70 |
| Draw Down(%) | NA | 4.54 | 10.58 | 22.33 | NA | NA | NA | … | … | 3.62 | 3.58 | 6.94 | 21.17 | 4.70 | 16.91 | 2.34 | 3.87 | 0.68 |
| Yield(%) | 0.40 | 4.95 | 4.32 | 3.86 | 2.82 | 1.88 | 1.41 | … | … | 1.49 | 4.79 | 4.52 | 3.31 | 3.13 | 4.12 | 3.59 | 3.61 | 0.55 |
Data as of 05/05/2025, Common starting date is 10/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPUYX (AAM/INSIGHT SELECT INCOME FUND CLASS Y) |
-4.74%
Oct 2020 – Oct 2023 |
0.56%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPUYX (AAM/INSIGHT SELECT INCOME FUND CLASS Y) |
8.30%
Nov 2018 – Nov 2021 |
3.00%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart