Sunday, December 31, 2017

Preliminary Performance Report of the AIM Small Cap Fund for 2017 – The Student Managed Fund Exceeded the Benchmark by Over 10%

Marquette’s AIM Small Cap Equity Fund returned 24.9% in 2017!

Marquette AIM students manage three funds. The oldest and largest is the AIM Small Cap Equity Fund - which posted a preliminary total return of 24.91% for the 2017 calendar year. 

This represents a return of over 1000 basis points in excess of the primary benchmark – which is the Russell 2000 Index - which posted an impressive total return of 14.65% for the year.

As the table below shows, the Marquette AIM Small Cap Fund has now out-performed the primary benchmark for the past 1-, 2-, 3-, and 5-year periods.  The 10-year annualized return of 8.01% still trails the Russell 2000 Index.

(Click on any of the graphics to enlarge)

Additional risk-adjusted performance measures will be posted within the next week which will show strong risk-return performance for the fund over the past 10 years. The following charts are a quick snapshot of the Marquette AIM Small Cap Equity Fund as of 12/31/2017.