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Performance Comparison
Comparison Box

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