Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IESC (IES Holdings, Inc.) | 85.27% | 166.14% | 142.69% | 67.17% | 47.22% | 43.50% | 19.30% | … | … |
Data as of 06/05/2026, Common starting date is 01/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IESC (IES Holdings, Inc.) | 01/28/1998 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.25 | 166.14 | 142.69 | 67.17 | 47.22 | 43.50 | 19.30 | … | … | 85.27 | 100.63 | 165.74 | 122.72 | -29.76 | 9.99 | 79.42 | 65.02 | -9.86 | -9.92 | 72.99 | 44.52 | 42.12 | 19.78 | 143.24 | -47.44 | -39.83 | -33.22 | -53.38 | 5.62 | 89.24 | -88.64 | -47.68 | 140.26 | -24.80 | -13.77 | -40.99 | -54.78 | 53.45 |
| Sharpe Ratio | NA | 2.59 | 2.27 | 1.18 | 0.95 | NA | NA | … | … | 3.87 | 1.46 | 2.70 | 3.26 | -0.66 | 0.27 | 1.39 | 1.61 | -1.14 | -0.72 | 0.71 | 0.64 | 0.51 | 0.02 | 1.46 | -1.24 | -0.95 | -0.56 | -0.68 | -0.31 | 1.19 | -0.71 | -0.68 | 2.85 | -0.64 | -0.45 | -1.23 | -0.50 | 1.86 |
| Standard Deviation(%) | NA | 62.35 | 61.06 | 54.19 | 48.28 | NA | NA | … | … | 74.27 | 68.54 | 59.76 | 36.76 | 47.45 | 37.27 | 56.57 | 25.87 | 27.48 | 40.53 | 54.03 | 40.45 | 46.69 | 67.21 | 86.43 | 53.37 | 61.37 | 93.26 | 107.75 | 53.85 | 56.49 | 154.20 | 98.99 | 42.40 | 69.63 | 78.99 | 89.32 | 59.04 | 49.76 |
| Draw Down(%) | NA | 21.80 | 49.23 | 54.28 | 54.28 | NA | NA | … | … | 20.27 | 49.23 | 33.71 | 20.27 | 52.77 | 22.74 | 48.61 | 12.51 | 24.41 | 30.02 | 26.36 | 29.21 | 20.03 | 39.85 | 42.19 | 57.76 | 51.49 | 56.31 | 76.11 | 54.22 | 53.62 | 94.01 | 79.27 | 23.54 | 50.46 | 66.80 | 56.52 | 62.26 | 46.32 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/05/2026, Common starting date is 01/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IESC (IES Holdings, Inc.) |
-52.70%
Jun 2007 – Jun 2010 |
-47.20%
Feb 2004 – Feb 2009 |
-32.81%
Aug 2001 – Aug 2011 |
-25.17%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IESC (IES Holdings, Inc.) |
146.14%
Apr 2023 – Apr 2026 |
71.45%
Jul 2020 – Jul 2025 |
49.41%
Oct 2015 – Oct 2025 |
42.80%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart