Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDMIX (iM Dolan McEniry Corporate Bond Fund – Institutional Shares) | -0.33% | 4.13% | 5.38% | 1.58% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDMIX (iM Dolan McEniry Corporate Bond Fund – Institutional Shares) | 10/01/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 4.13 | 5.38 | 1.58 | NA | NA | NA | … | … | -0.33 | 7.41 | 3.88 | 7.42 | -8.62 | -1.32 | 5.51 | 11.27 | -0.94 |
| Sharpe Ratio | NA | 0.86 | 0.73 | -0.21 | NA | NA | NA | … | … | -0.62 | 1.43 | 0.07 | 0.84 | -1.97 | -0.74 | 0.79 | 4.46 | -2.47 |
| Standard Deviation(%) | NA | 2.92 | 3.63 | 3.91 | NA | NA | NA | … | … | 3.34 | 3.17 | 3.60 | 4.52 | 5.11 | 1.81 | 6.63 | 2.19 | 2.21 |
| Draw Down(%) | NA | 2.28 | 3.13 | 13.15 | NA | NA | NA | … | … | 2.28 | 2.15 | 2.04 | 3.50 | 11.58 | 2.23 | 13.94 | 1.04 | 1.48 |
| Yield(%) | 0.00 | 4.09 | 4.32 | 3.04 | 2.36 | 1.57 | 1.18 | … | … | 1.46 | 4.50 | 4.31 | 3.85 | 1.58 | 1.44 | 2.50 | 3.21 | 0.77 |
Data as of 06/05/2026, Common starting date is 10/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDMIX (iM Dolan McEniry Corporate Bond Fund – Institutional Shares) |
-2.58%
Oct 2020 – Oct 2023 |
1.07%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDMIX (iM Dolan McEniry Corporate Bond Fund – Institutional Shares) |
6.57%
Oct 2022 – Oct 2025 |
2.70%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart