Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IEPDVX | NA | 34.06% | NA | NA | NA | NA | NA | 29.80% |
Data as of 11/03/2021, AR inception is 11/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEPDVX | 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 (%) | 2.17 | 34.06 | NA | NA | NA | NA | NA | 29.80 | 19.16 | 4.12 | 4.62 |
| Sharpe Ratio | NA | 2.64 | NA | NA | NA | NA | NA | 0.57 | 1.84 | 0.12 | 3.19 |
| Standard Deviation(%) | NA | 12.88 | NA | NA | NA | NA | NA | 23.96 | 12.61 | 31.23 | 10.97 |
| Draw Down(%) | NA | 7.28 | NA | NA | NA | NA | NA | 34.88 | 7.28 | 34.88 | 1.94 |
| 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 |
|---|---|---|---|---|
| IEPDVX (IEPDVX) |
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 |
|---|---|---|---|---|
| IEPDVX (IEPDVX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart