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
IDFHTX NA 19.76% NA NA NA NA NA
Data as of 12/31/2021, Common starting date is 08/14/2020
More Performance Analytics Comparison
Name Start Date End Date
IDFHTX 08/14/2020 12/31/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) -0.22 19.76 NA NA NA NA NA 19.76 5.72
Sharpe Ratio NA 1.64 NA NA NA NA NA 1.64 0.86
Standard Deviation(%) NA 12.07 NA NA NA NA NA 12.07 18.14
Draw Down(%) NA 7.33 NA NA NA NA NA 7.33 8.21
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 08/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IDFHTX (IDFHTX) 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
IDFHTX (IDFHTX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return