Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICE (Intercontinental Exchange, Inc.) | -12.00% | -19.76% | 10.85% | 6.20% | 12.17% | 15.43% | 15.85% | … | … |
Data as of 06/04/2026, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICE (Intercontinental Exchange, Inc.) | 11/16/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.21 | -19.76 | 10.85 | 6.20 | 12.17 | 15.43 | 15.85 | … | … | -12.00 | 9.92 | 17.46 | 27.12 | -23.91 | 19.94 | 26.15 | 24.47 | 8.11 | 27.35 | 16.37 | 24.25 | 4.04 | 84.38 | 2.70 | 1.17 | 6.10 | 36.22 | -57.17 | 78.41 | 196.84 | -7.39 |
| Sharpe Ratio | NA | -0.88 | 0.53 | 0.21 | 0.48 | NA | NA | … | … | -0.79 | 0.37 | 0.86 | 1.29 | -0.90 | 1.16 | 0.67 | 1.42 | 0.33 | 1.69 | 0.74 | 1.07 | 0.19 | 4.25 | 0.12 | 0.04 | 0.19 | 0.59 | -0.57 | 1.67 | 3.24 | -1.00 |
| Standard Deviation(%) | NA | 21.49 | 19.03 | 21.07 | 22.24 | NA | NA | … | … | 27.50 | 19.03 | 16.08 | 18.42 | 28.33 | 17.16 | 38.49 | 16.24 | 20.27 | 15.91 | 21.75 | 22.55 | 21.43 | 19.85 | 21.49 | 30.88 | 31.75 | 60.72 | 102.15 | 45.43 | 60.18 | 50.34 |
| Draw Down(%) | NA | 22.53 | 22.53 | 34.32 | 34.32 | NA | NA | … | … | 15.29 | 22.53 | 10.89 | 12.77 | 33.76 | 9.45 | 33.02 | 6.48 | 13.24 | 8.06 | 13.85 | 8.91 | 16.76 | 7.15 | 16.79 | 22.87 | 26.01 | 39.79 | 73.67 | 26.25 | 41.90 | 18.55 |
| Yield(%) | 0.00 | 1.09 | 1.69 | 1.50 | 2.88 | 6.52 | 10.79 | … | … | 0.33 | 1.29 | 1.42 | 1.63 | 1.13 | 1.17 | 1.29 | 1.46 | 1.37 | 2.13 | 5.75 | 6.66 | 5.79 | 2.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICE (Intercontinental Exchange, Inc.) |
-14.78%
Dec 2007 – Dec 2010 |
-8.45%
Dec 2007 – Dec 2012 |
8.55%
Dec 2007 – Dec 2017 |
8.75%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICE (Intercontinental Exchange, Inc.) |
34.45%
Feb 2009 – Feb 2012 |
30.14%
Feb 2009 – Feb 2014 |
23.90%
Feb 2009 – Feb 2019 |
22.28%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart