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
AIMV NA -48.98% -51.93% -61.29% -41.13% -46.82% NA
Data as of 06/11/2026, Common starting date is 06/29/2007
More Performance Analytics Comparison
Name Start Date End Date
AIMV 06/29/2007 06/11/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -48.98 -51.93 -61.29 -41.13 -46.82 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/11/2026, Common starting date is 06/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIMV (AIMV) -80.91%
Apr 2020 – Apr 2023
-67.77%
Oct 2020 – Oct 2025
-56.76%
Apr 2013 – Apr 2023
-53.05%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIMV (AIMV) 31.04%
Apr 2023 – Apr 2026
-10.48%
May 2016 – May 2021
-28.63%
Apr 2009 – Apr 2019
-36.63%
Aug 2007 – Aug 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return