Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAFNF (iA Financial Corporation Inc) | -4.72% | 23.49% | 29.35% | 20.06% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAFNF (iA Financial Corporation Inc) | 01/15/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 23.49 | 29.35 | 20.06 | NA | NA | NA | … | … | -4.72 | 44.73 | 38.56 | 25.44 | 3.86 | 27.07 | -12.53 |
| Sharpe Ratio | NA | 0.91 | 1.08 | 0.71 | NA | NA | NA | … | … | -0.47 | 2.14 | 1.33 | 0.97 | 0.09 | 0.99 | -0.20 |
| Standard Deviation(%) | NA | 23.01 | 24.06 | 24.76 | NA | NA | NA | … | … | 29.22 | 19.69 | 26.33 | 22.74 | 28.73 | 27.27 | 64.52 |
| Draw Down(%) | NA | 18.57 | 18.57 | 31.30 | NA | NA | NA | … | … | 18.57 | 9.54 | 12.75 | 16.96 | 31.30 | 13.17 | 50.40 |
| Yield(%) | 0.00 | 2.89 | 4.19 | 4.08 | 2.61 | 1.74 | 1.31 | … | … | 1.18 | 2.93 | 3.55 | 3.84 | 3.55 | 4.17 | 3.48 |
Data as of 06/03/2026, Common starting date is 01/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFNF (iA Financial Corporation Inc) |
7.54%
Apr 2021 – Apr 2024 |
14.25%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFNF (iA Financial Corporation Inc) |
36.00%
Dec 2022 – Dec 2025 |
32.55%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart