Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAFEX (Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund) | NA | -19.60% | 4.24% | NA | NA | NA | NA | … | … |
Data as of 07/16/2025, Common starting date is 07/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAFEX (Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund) | 07/20/2020 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.60 | 4.24 | NA | NA | NA | NA | … | … | -13.31 | 2.14 | 20.28 | -22.07 | 12.27 | 20.83 |
| Sharpe Ratio | NA | -0.67 | 0.06 | NA | NA | NA | NA | … | … | -0.60 | -0.11 | 1.12 | -0.92 | 0.75 | 3.00 |
| Standard Deviation(%) | NA | 33.92 | 23.87 | NA | NA | NA | NA | … | … | 44.20 | 13.54 | 15.02 | 25.57 | 16.26 | 17.10 |
| Draw Down(%) | NA | 26.47 | 26.47 | NA | NA | NA | NA | … | … | 26.47 | 10.71 | 14.25 | 34.79 | 9.49 | 7.99 |
| Yield(%) | 0.00 | 3.16 | 2.68 | 2.51 | 1.26 | 0.84 | 0.63 | … | … | 1.75 | 1.74 | 1.86 | 1.30 | 3.68 | 0.42 |
Data as of 07/16/2025, Common starting date is 07/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFEX (Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund) |
-1.44%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFEX (Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund) |
14.93%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart