Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOIPX (INCOME FUND INSTITUTIONAL PLUS) | -0.07% | 4.34% | 4.09% | 0.22% | 1.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOIPX (INCOME FUND INSTITUTIONAL PLUS) | 10/28/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.34 | 4.09 | 0.22 | 1.75 | NA | NA | … | … | -0.07 | 7.22 | 1.88 | 6.12 | -13.00 | -1.41 | 7.24 | 8.50 | -0.16 | 4.07 | 2.71 | 0.30 | 5.85 | -0.81 | 6.16 | 0.80 |
| Sharpe Ratio | NA | 0.64 | 0.23 | -0.38 | 0.04 | NA | NA | … | … | -0.56 | 0.96 | -0.32 | 0.34 | -2.02 | -0.42 | 1.38 | 1.97 | -0.56 | 1.17 | 0.81 | 0.08 | 2.26 | -0.27 | 2.41 | 1.46 |
| Standard Deviation(%) | NA | 3.96 | 5.41 | 5.82 | 4.83 | NA | NA | … | … | 4.28 | 4.55 | 5.48 | 7.21 | 7.15 | 3.46 | 5.03 | 3.56 | 2.75 | 2.93 | 3.08 | 3.40 | 2.58 | 3.09 | 2.55 | 3.27 |
| Draw Down(%) | NA | 3.12 | 5.98 | 17.56 | 17.79 | NA | NA | … | … | 3.12 | 2.58 | 4.31 | 7.14 | 16.36 | 3.53 | 7.34 | 2.24 | 2.61 | 1.36 | 3.93 | 2.40 | 1.34 | 4.28 | 1.16 | 0.78 |
| Yield(%) | 0.00 | 3.22 | 3.28 | 2.64 | 2.74 | 2.74 | 2.06 | … | … | 1.11 | 3.49 | 3.28 | 3.18 | 2.45 | 2.31 | 2.66 | 3.11 | 2.82 | 3.05 | 2.72 | 2.52 | 2.82 | 2.83 | 3.35 | 0.01 |
Data as of 06/04/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOIPX (INCOME FUND INSTITUTIONAL PLUS) |
-5.34%
Oct 2020 – Oct 2023 |
-0.79%
Jul 2020 – Jul 2025 |
0.91%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOIPX (INCOME FUND INSTITUTIONAL PLUS) |
5.85%
Oct 2022 – Oct 2025 |
4.43%
Dec 2015 – Dec 2020 |
3.29%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart