Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFCSX (RX DYNAMIC STOCK FUND CLASS A) | NA | 8.33% | -2.29% | 4.07% | 2.04% | NA | NA | … | … |
Data as of 02/08/2017, Common starting date is 03/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFCSX (RX DYNAMIC STOCK FUND CLASS A) | 03/20/2006 | 02/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.33 | -2.29 | 4.07 | 2.04 | NA | NA | … | … | -8.82 | 1.14 | -37.75 | -50.04 | 8.66 | -1.15 | -5.76 | 8.35 | 29.79 | -28.99 | -9.56 | 1.86 |
| Sharpe Ratio | NA | -1.51 | -1.12 | -1.06 | -0.94 | NA | NA | … | … | -1.65 | -2.18 | -1.24 | -0.94 | -0.46 | -0.94 | -1.06 | -0.59 | 0.38 | -1.24 | -1.37 | -1.41 |
| Standard Deviation(%) | NA | 16.89 | 50.70 | 41.52 | 35.18 | NA | NA | … | … | 35.99 | 15.05 | 45.27 | 73.05 | 21.24 | 21.19 | 22.92 | 17.46 | 29.24 | 39.08 | 23.07 | 13.53 |
| Draw Down(%) | NA | 13.52 | 74.93 | 77.44 | 78.67 | NA | NA | … | … | 11.23 | 14.87 | 41.52 | 52.70 | 18.13 | 17.21 | 22.03 | 13.80 | 26.71 | 41.59 | 20.30 | 8.67 |
| Yield(%) | 0.00 | 0.00 | 24.20 | 20.22 | 10.07 | 6.98 | 5.24 | … | … | 0.00 | 0.00 | 30.46 | 55.11 | 20.86 | 15.94 | 1.42 | 6.80 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/08/2017, Common starting date is 03/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFCSX (RX DYNAMIC STOCK FUND CLASS A) |
-14.52%
Apr 2006 – Apr 2009 |
-4.33%
Sep 2006 – Sep 2011 |
2.15%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFCSX (RX DYNAMIC STOCK FUND CLASS A) |
24.56%
Feb 2009 – Feb 2012 |
21.22%
Feb 2009 – Feb 2014 |
3.66%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart