CPUIX vs. ASDIX
Compare and contrast key facts about AAM/Insight Select Income Fund (CPUIX) and AAM/HIMCO Short Duration Fund (ASDIX).
CPUIX is managed by AAM. It was launched on Apr 19, 2013. ASDIX is managed by AAM. It was launched on Jun 30, 2014.
Performance
CPUIX vs. ASDIX - Performance Comparison
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CPUIX vs. ASDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | -1.12% | 6.59% | 2.61% | 8.40% | -16.27% | -0.12% | 10.20% | 14.81% | -3.01% | 6.86% |
ASDIX AAM/HIMCO Short Duration Fund | 0.42% | 4.61% | 4.82% | 5.49% | -1.33% | 0.39% | 2.15% | 5.15% | 1.08% | 2.70% |
Returns By Period
In the year-to-date period, CPUIX achieves a -1.12% return, which is significantly lower than ASDIX's 0.42% return. Both investments have delivered pretty close results over the past 10 years, with CPUIX having a 2.85% annualized return and ASDIX not far behind at 2.76%.
CPUIX
- 1D
- 0.54%
- 1M
- -2.67%
- YTD
- -1.12%
- 6M
- -0.21%
- 1Y
- 4.35%
- 3Y*
- 4.22%
- 5Y*
- 0.43%
- 10Y*
- 2.85%
ASDIX
- 1D
- 0.12%
- 1M
- -0.37%
- YTD
- 0.42%
- 6M
- 1.56%
- 1Y
- 4.54%
- 3Y*
- 4.64%
- 5Y*
- 2.81%
- 10Y*
- 2.76%
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CPUIX vs. ASDIX - Expense Ratio Comparison
CPUIX has a 0.57% expense ratio, which is higher than ASDIX's 0.56% expense ratio.
Return for Risk
CPUIX vs. ASDIX — Risk / Return Rank
CPUIX
ASDIX
CPUIX vs. ASDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM/Insight Select Income Fund (CPUIX) and AAM/HIMCO Short Duration Fund (ASDIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CPUIX | ASDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 3.25 | -2.32 |
Sortino ratioReturn per unit of downside risk | 1.32 | 5.10 | -3.78 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.89 | -0.72 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 4.85 | -3.55 |
Martin ratioReturn relative to average drawdown | 4.28 | 26.16 | -21.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CPUIX | ASDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 3.25 | -2.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 2.23 | -2.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 1.96 | -1.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.96 | -1.34 |
Correlation
The correlation between CPUIX and ASDIX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CPUIX vs. ASDIX - Dividend Comparison
CPUIX's dividend yield for the trailing twelve months is around 4.78%, more than ASDIX's 4.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | 4.78% | 3.53% | 3.81% | 3.61% | 3.98% | 3.15% | 3.83% | 3.19% | 3.80% | 3.12% | 3.21% | 3.29% |
ASDIX AAM/HIMCO Short Duration Fund | 4.05% | 3.11% | 3.69% | 3.48% | 2.01% | 0.99% | 1.70% | 2.80% | 2.50% | 2.06% | 2.40% | 2.05% |
Drawdowns
CPUIX vs. ASDIX - Drawdown Comparison
The maximum CPUIX drawdown since its inception was -22.37%, which is greater than ASDIX's maximum drawdown of -7.62%. Use the drawdown chart below to compare losses from any high point for CPUIX and ASDIX.
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Drawdown Indicators
| CPUIX | ASDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.37% | -7.62% | -14.75% |
Max Drawdown (1Y)Largest decline over 1 year | -3.37% | -0.89% | -2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -22.37% | -2.73% | -19.64% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -7.62% | -14.75% |
Current DrawdownCurrent decline from peak | -3.31% | -0.37% | -2.94% |
Average DrawdownAverage peak-to-trough decline | -4.50% | -0.29% | -4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.17% | +0.85% |
Volatility
CPUIX vs. ASDIX - Volatility Comparison
AAM/Insight Select Income Fund (CPUIX) has a higher volatility of 1.79% compared to AAM/HIMCO Short Duration Fund (ASDIX) at 0.40%. This indicates that CPUIX's price experiences larger fluctuations and is considered to be riskier than ASDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPUIX | ASDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 0.40% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | 0.74% | +1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.71% | 1.40% | +3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.96% | 1.26% | +4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.50% | 1.41% | +4.09% |