Sunday, December 31, 2017

Preliminary Performance Report of the AIM International Equity Fund for 2017 – The Student Managed Fund Returned Nearly 23%

Marquette’s AIM International Equity Fund posted strong returns in 2017!

Marquette AIM students manage three funds. In a previous blog we reported on the oldest and largest portfolio - the AIM Small Cap Equity Fund. Both the AIM International Equity Fund and the Small Cap Fund had outstanding performance in the 2017 calendar year. 

The AIM International Equity Fund is more difficult to benchmark which is why two are reported below: the S&P ADR Index and the Russell Global xUS Index.

As the table below shows, the Marquette AIM International Equity Fund out-performed one the primary benchmarks for 2017. The 2-, 3-, and 5-year period returns lagged the benchmarks – which is in part to the performance of the US Dollar relative to international currencies.

(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 International Equity Fund as of 12/31/2017.