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
ICCT (iCoreConnect Inc.) NA -99.97% -91.37% -77.67% -59.25% -58.14% -60.17%
Data as of 11/28/2025, Common starting date is 02/04/1999
More Performance Analytics Comparison
Name Start Date End Date
ICCT (iCoreConnect Inc.) 02/04/1999 11/28/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) NA -99.97 -91.37 -77.67 -59.25 -58.14 -60.17 -99.96 -89.92 1,277.78 -18.18 10.00 -88.89 299,900.00 -70.00 -99.86 100.00 -94.12 -47.69 -87.00 4,904.30 -76.19 -91.25 -31.43 -22.22 -80.00 -84.75 785.89 3,230.00
Sharpe Ratio NA -0.11 -0.16 -0.17 -0.12 NA NA -0.10 -0.75 4.38 -0.12 0.06 -0.29 367.28 -0.51 -0.12 0.26 -0.25 -0.20 -0.46 14.69 -0.07 -0.07 -0.02 -0.01 -0.31 -0.21 1.01 0.04
Standard Deviation(%) NA 955.71 581.81 463.54 523.73 NA NA 999.86 128.67 297.19 160.76 163.51 309.59 816.55 139.24 853.89 377.53 376.77 237.85 191.25 344.77 1,045.98 1,331.45 1,262.16 2,432.31 265.98 408.51 729.15 2,344.02
Draw Down(%) NA 99.99 100.00 100.00 100.00 NA NA 99.99 93.41 92.18 50.00 62.42 96.50 75.25 81.25 99.97 88.89 97.67 86.84 88.13 91.43 97.03 99.69 99.60 99.71 80.85 96.61 1.67 33.40
Yield(%) NA 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 11/28/2025, Common starting date is 02/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ICCT (iCoreConnect Inc.) -96.49%
Jul 2014 – Jul 2017
-91.55%
Feb 2013 – Feb 2018
-75.75%
Feb 2008 – Feb 2018
-57.98%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ICCT (iCoreConnect Inc.) 773.58%
Oct 2018 – Oct 2021
732.00%
Aug 2018 – Aug 2023
-10.12%
Aug 2013 – Aug 2023
3.15%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return