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
IDEX (Ideanomics Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 12/13/2024, Common starting date is 05/23/2007
More Performance Analytics Comparison
Name Start Date End Date
IDEX (Ideanomics Inc) 05/23/2007 12/13/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 -99.92 -86.67 -39.70 131.40 -28.33 -73.97 274.80 -34.92 -8.25 -8.85 55.86 -67.78 0.00 -33.33 350.00 -99.56 12.50
Sharpe Ratio NA -0.22 -0.25 -0.29 -0.32 NA NA -0.22 -0.20 -0.97 -0.45 0.71 -0.28 -0.56 2.63 -0.65 -0.15 -0.07 0.68 -1.06 0.00 -0.16 1.16 -0.26 0.22
Standard Deviation(%) NA 469.77 408.81 329.78 242.91 NA NA 484.85 524.40 91.19 88.72 182.58 104.98 135.03 105.04 54.23 53.89 120.13 81.57 64.30 137.13 209.53 301.18 382.73 85.19
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 99.95 89.86 78.64 75.38 76.43 78.97 57.41 43.88 39.36 75.04 33.65 80.67 58.33 85.00 80.00 99.56 31.25
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
Data as of 12/13/2024, Common starting date is 05/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IDEX (Ideanomics Inc) -92.61%
Oct 2021 – Oct 2024
-76.64%
Oct 2019 – Oct 2024
-54.36%
Oct 2014 – Oct 2024
-47.10%
Oct 2009 – Oct 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IDEX (Ideanomics Inc) 44.22%
Dec 2008 – Dec 2011
26.03%
Dec 2012 – Dec 2017
0.32%
Jan 2011 – Jan 2021
-26.14%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return