Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISBSX (American Indep Strategic Income Instl) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/02/1997, Common starting date is 06/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISBSX (American Indep Strategic Income Instl) | 06/02/1997 | 06/02/1997 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | … | … | 0.53 | 1.47 | 0.26 | 2.26 | 0.72 | 3.72 | 1.57 | -3.93 | 2.87 | 4.19 | 2.06 | 0.69 | 1.60 | 0.97 | 0.99 | 2.34 | -3.05 | 0.89 | 0.00 |
| Sharpe Ratio | NA | 0.53 | 0.90 | 1.06 | 0.40 | NA | NA | … | … | 0.80 | 1.25 | 0.20 | 2.35 | 0.69 | 2.63 | 0.73 | -1.79 | -0.11 | 0.58 | -0.09 | -0.23 | 0.69 | -0.10 | -0.65 | -1.23 | -3.98 | -1.47 | -1.59 |
| Standard Deviation(%) | NA | 1.08 | 1.08 | 1.08 | 1.55 | NA | NA | … | … | 1.03 | 1.16 | 1.09 | 0.95 | 1.00 | 1.38 | 2.03 | 2.70 | 1.49 | 1.55 | 1.13 | 1.14 | 1.33 | 1.29 | 2.10 | 1.39 | 1.58 | 1.65 | 0.00 |
| Draw Down(%) | NA | 0.66 | 1.18 | 1.18 | 6.96 | NA | NA | … | … | 0.66 | 0.60 | 1.18 | 0.29 | 0.49 | 0.70 | 1.84 | 5.61 | 0.59 | 0.30 | 0.50 | 1.01 | 0.78 | 0.98 | 2.40 | 1.01 | 3.15 | 1.46 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Data as of 06/02/1997, Common starting date is 06/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISBSX (American Indep Strategic Income Instl) |
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 |
|---|---|---|---|---|
| ISBSX (American Indep Strategic Income Instl) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart