Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFPJF (Informa plc) | -8.45% | -0.76% | 10.48% | 8.28% | 5.12% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFPJF (Informa plc) | 11/12/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | -0.76 | 10.48 | 8.28 | 5.12 | NA | NA | … | … | -8.45 | 32.89 | 7.63 | 26.90 | 14.77 | -11.58 | -32.18 | 45.51 | -10.72 | 15.88 | -5.45 | 27.19 | -7.29 |
| Sharpe Ratio | NA | -0.07 | 0.21 | 0.16 | 0.10 | NA | NA | … | … | -2.51 | 0.98 | 0.03 | 0.86 | 0.31 | -0.39 | -0.53 | 2.22 | -0.47 | 0.92 | -0.35 | 1.27 | -1.84 |
| Standard Deviation(%) | NA | 18.44 | 32.22 | 34.03 | 33.44 | NA | NA | … | … | 10.28 | 31.29 | 38.88 | 26.65 | 43.75 | 29.89 | 60.86 | 19.87 | 25.51 | 16.72 | 16.39 | 21.36 | 23.83 |
| Draw Down(%) | NA | 16.11 | 24.63 | 30.17 | 61.84 | NA | NA | … | … | 10.54 | 23.27 | 17.51 | 11.07 | 30.17 | 23.95 | 61.84 | 9.39 | 28.56 | 8.82 | 13.30 | 7.08 | 8.18 |
| Yield(%) | 1.85 | 1.82 | 2.04 | 1.66 | 2.00 | 1.89 | 1.42 | … | … | 1.68 | 0.00 | 2.41 | 2.20 | 0.61 | 0.00 | 1.43 | 3.54 | 3.18 | 3.19 | 3.25 | 4.14 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFPJF (Informa plc) |
-17.65%
Sep 2017 – Sep 2020 |
-8.53%
Sep 2015 – Sep 2020 |
3.85%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFPJF (Informa plc) |
32.92%
Oct 2022 – Oct 2025 |
24.43%
Oct 2020 – Oct 2025 |
7.46%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart