Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IAMIIX NA 26.77% NA NA NA NA NA
Data as of 12/31/2021, Common starting date is 04/24/2020
More Performance Analytics Comparison
Name Start Date End Date
IAMIIX 04/24/2020 12/31/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) -5.00 26.77 NA NA NA NA NA 26.77 28.68
Sharpe Ratio NA 1.59 NA NA NA NA NA 1.59 1.96
Standard Deviation(%) NA 16.79 NA NA NA NA NA 16.79 22.44
Draw Down(%) NA 5.58 NA NA NA NA NA 5.58 9.19
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/31/2021, Common starting date is 04/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IAMIIX (IAMIIX) 0.00%
NA
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
IAMIIX (IAMIIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return