Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAFDX | -67.72% | -43.82% | 3.01% | -0.72% | NA | NA | NA | … | … |
Data as of 01/30/2026, Common starting date is 01/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAFDX | 01/03/2019 | 01/30/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -70.86 | -43.82 | 3.01 | -0.72 | NA | NA | NA | … | … | -67.72 | 76.59 | 44.67 | 41.05 | -31.15 | 26.16 | 42.75 | 35.59 |
| Sharpe Ratio | NA | -0.36 | 0.00 | -0.04 | NA | NA | NA | … | … | -0.23 | 1.76 | 1.93 | 1.93 | -1.02 | 0.68 | 1.17 | 2.22 |
| Standard Deviation(%) | NA | 131.19 | 77.51 | 64.13 | NA | NA | NA | … | … | 442.04 | 42.11 | 21.22 | 19.56 | 31.97 | 38.43 | 36.10 | 15.49 |
| Draw Down(%) | NA | 71.15 | 71.15 | 71.15 | NA | NA | NA | … | … | 71.15 | 22.35 | 12.92 | 14.25 | 36.73 | 21.12 | 30.35 | 8.30 |
| Yield(%) | 0.00 | 57.09 | 40.47 | 21.16 | 20.88 | 13.92 | 10.44 | … | … | 0.00 | 58.02 | 22.03 | 0.00 | 9.88 | 24.38 | 16.90 | 5.78 |
Data as of 01/30/2026, Common starting date is 01/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFDX (IAFDX) |
5.00%
Sep 2020 – Sep 2023 |
14.78%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFDX (IAFDX) |
53.31%
Dec 2022 – Dec 2025 |
25.64%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart