The fundamental equity analysis employed by the students in the Marquette AIM program works!
The Marquette AIM Student-Managed Equity Funds continue to produce impressive return performance. As of 10/31/21, both funds exceeded their benchmarks for the month, YTD, and 3-years. Although not reported here, the funds also have outperformed their benchmarks on a 5-year, 10-year, and 15-year basis. These resulted are even stronger on a risk-adjusted basis.
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Total Return
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Small Cap Fund |
Russell 2000 |
Excess Return |
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October 2021 |
7.31 |
4.25 |
3.06 |
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YTD 2021 |
20.12 |
17.78 |
2.34 |
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3 Years |
75.33 |
62.93 |
12.40 |
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International Fund |
MSCI ACWI |
Excess Return |
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October 2021 |
5.48 |
2.45 |
3.03 |
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YTD 2021 |
17.76 |
8.80 |
8.96 |
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3 Years |
61.72 |
44.89 |
16.83 |
