Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDTCF | 2.89% | 4.70% | NA | NA | NA | NA | NA | 7.24% |
Data as of 07/25/2025, AR inception is 03/14/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDTCF | 03/14/2024 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 4.70 | NA | NA | NA | NA | NA | 7.24 | 2.89 | 4.23 |
| Sharpe Ratio | NA | 0.37 | NA | NA | NA | NA | NA | 0.51 | 0.66 | 0.43 |
| Standard Deviation(%) | NA | 4.13 | NA | NA | NA | NA | NA | 3.82 | 3.27 | 4.17 |
| Draw Down(%) | NA | 1.75 | NA | NA | NA | NA | NA | 1.75 | 0.98 | 1.75 |
| Yield(%) | 0.00 | 4.98 | 2.55 | 1.53 | 0.76 | 0.51 | 0.38 | 7.65 | 2.46 | 5.18 |
Data as of 07/25/2025, AR inception is 03/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDTCF (IDTCF) |
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 |
|---|---|---|---|---|
| IDTCF (IDTCF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart