Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDLLF (iA Financial Corporation Inc) | NA | -31.73% | 1.80% | -4.29% | NA | NA | NA | 1.23% |
Data as of 01/04/2019, AR inception is 04/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDLLF (iA Financial Corporation Inc) | 04/26/2010 | 01/04/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | -31.73 | 1.80 | -4.29 | NA | NA | NA | 1.23 | 1.62 | -32.82 | 26.95 | 21.72 | -23.78 | -0.14 | 46.43 | 15.31 | -25.47 | 9.16 |
| Sharpe Ratio | NA | -1.68 | 0.04 | -0.19 | NA | NA | NA | 0.03 | 19.28 | -1.74 | 2.07 | 0.63 | -0.90 | -0.01 | 2.75 | 0.61 | -0.76 | 1.37 |
| Standard Deviation(%) | NA | 19.71 | 24.48 | 24.88 | NA | NA | NA | 24.49 | 14.72 | 19.63 | 12.78 | 33.98 | 26.48 | 24.34 | 16.90 | 25.06 | 33.78 | 9.82 |
| Draw Down(%) | NA | 36.73 | 36.73 | 41.09 | NA | NA | NA | 48.33 | 0.00 | 36.73 | 1.87 | 20.72 | 24.69 | 12.91 | 5.63 | 17.51 | 37.36 | 0.00 |
| Yield(%) | 0.00 | 0.63 | 2.51 | 1.93 | 1.33 | 0.88 | 0.66 | 1.66 | 0.00 | 0.63 | 3.10 | 2.95 | 2.09 | 2.15 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/04/2019, AR inception is 04/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDLLF (iA Financial Corporation Inc) |
-8.84%
Feb 2013 - Feb 2016 |
-8.43%
Mar 2011 - Mar 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDLLF (iA Financial Corporation Inc) |
19.02%
Dec 2011 - Dec 2014 |
15.71%
Jul 2012 - Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart