Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFHI (West Town Bank & Trust) | NA | 29.55% | 5.86% | NA | NA | NA | NA | … | … |
Data as of 10/01/2024, Common starting date is 03/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFHI (West Town Bank & Trust) | 03/11/2020 | 10/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 29.55 | 5.86 | NA | NA | NA | NA | … | … | 17.61 | 2.75 | -9.77 | 40.45 | 5.95 |
| Sharpe Ratio | NA | 0.92 | 0.07 | NA | NA | NA | NA | … | … | 0.65 | -0.05 | -0.24 | 4.50 | 0.17 |
| Standard Deviation(%) | NA | 25.64 | 35.37 | NA | NA | NA | NA | … | … | 27.17 | 33.05 | 45.80 | 9.72 | 43.84 |
| Draw Down(%) | NA | 14.66 | 52.95 | NA | NA | NA | NA | … | … | 14.66 | 41.06 | 31.70 | 2.84 | 35.24 |
| 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 |
Data as of 10/01/2024, Common starting date is 03/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFHI (West Town Bank & Trust) |
4.54%
May 2021 – May 2024 |
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 |
|---|---|---|---|---|
| IFHI (West Town Bank & Trust) |
19.85%
Jul 2020 – Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart