Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICBU (Imd Companies) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 07/15/2021, Common starting date is 08/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICBU (Imd Companies) | 08/20/1996 | 07/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | 100.00 | -40.00 | -58.33 | -70.00 | 900.00 | -96.40 | -34.71 | -57.50 | -2.44 | -25.45 | -99.45 | 0.00 | -99.55 | -56.00 | 400.00 | 0.00 | -50.00 | 100.00 | -83.33 | -98.80 | -91.11 | 8,972.58 | -98.62 | -62.50 | -42.86 |
| Sharpe Ratio | NA | 9.32 | 0.57 | 0.23 | -0.07 | NA | NA | … | … | 66.84 | 0.28 | -0.21 | -0.28 | -0.44 | 2.64 | -0.49 | -0.25 | -0.28 | -0.06 | -0.08 | -0.05 | -0.02 | -0.07 | -0.16 | 0.73 | -0.03 | -0.26 | 0.14 | -0.14 | -0.25 | -0.52 | 14.51 | -0.11 | -0.31 | -0.09 |
| Standard Deviation(%) | NA | 346.74 | 333.43 | 300.40 | 299.97 | NA | NA | … | … | 348.02 | 350.70 | 306.91 | 285.31 | 201.34 | 324.82 | 235.59 | 216.43 | 271.36 | 332.59 | 530.09 | 2,431.96 | 1,004.56 | 1,662.26 | 457.76 | 841.04 | 763.24 | 266.87 | 457.93 | 737.33 | 486.06 | 357.73 | 621.02 | 581.60 | 362.34 | 718.70 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 87.50 | 75.00 | 84.62 | 83.02 | 66.27 | 97.74 | 93.57 | 91.43 | 91.79 | 94.44 | 99.91 | 92.00 | 99.87 | 60.00 | 60.00 | 80.00 | 50.00 | 50.00 | 90.00 | 99.19 | 92.86 | 64.10 | 98.62 | 83.33 | 86.54 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/15/2021, Common starting date is 08/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICBU (Imd Companies) |
-97.73%
Dec 2008 – Dec 2011 |
-91.67%
Jun 2008 – Jun 2013 |
-84.74%
Dec 2001 – Dec 2011 |
-79.45%
Aug 2001 – Aug 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICBU (Imd Companies) |
275.63%
Apr 2018 – Apr 2021 |
108.87%
Apr 2016 – Apr 2021 |
-14.87%
May 2011 – May 2021 |
-51.31%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison Chart