The Marquette Student-Managed Equity Funds are holding up despite the market turbulence resulting
from Cornonavirus
Both AIM Equity Funds are beating
their respective benchmarks on a YTD basis – the Class of 2021 is experiencing their
first market correction – a true learning experience
The Russell 2000 Index
registered a -8.39% return in February and on a YTD basis has generated a -11.33%
return. The AIM Small Cap Fund racked up a -6.80% return for the month and is
off -7.88% since the beginning of the year.
|
|
YTD
2020
|
February
2020
|
|
AIM
Small Cap Fund
|
-7.88%
|
-6.80%
|
|
Russell
2000
|
-11.33%
|
-8.39%
|
|
Variance
|
+3.44%
|
+1.59%
|
The MSCI All
Country World ex-US Index registered a -7.85% return in February and on a YTD
basis has generated a -10.36% return. The AIM International Equity Fund generated
a -9.17% return for the month and is off -9.99% since the beginning of the
year.
|
|
YTD
2020
|
February
2020
|
|
AIM
International Fund
|
-9.99%
|
-9.17%
|
|
MSCI
ACWI ex-US
|
-10.36%
|
-7.85%
|
|
Variance
|
+0.37%
|
-1.32%
|
