Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDSUTX | NA | 36.64% | NA | NA | NA | NA | NA | 26.96% |
Data as of 11/03/2021, AR inception is 11/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDSUTX | 11/05/2019 | 11/03/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 36.64 | NA | NA | NA | NA | NA | 26.96 | 19.56 | 3.05 | 3.04 |
| Sharpe Ratio | NA | 2.84 | NA | NA | NA | NA | NA | 0.50 | 1.86 | 0.09 | 2.84 |
| Standard Deviation(%) | NA | 12.91 | NA | NA | NA | NA | NA | 24.80 | 12.72 | 32.58 | 7.63 |
| Draw Down(%) | NA | 5.65 | NA | NA | NA | NA | NA | 34.96 | 5.65 | 34.96 | 1.76 |
| Yield(%) | 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 11/03/2021, AR inception is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDSUTX (IDSUTX) |
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 |
|---|---|---|---|---|
| IDSUTX (IDSUTX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart