Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IFSPF (Interfor Corporation) 27.61% -15.78% -19.66% -19.82% -1.35% 3.46% NA
Data as of 06/04/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
Name Start Date End Date
IFSPF (Interfor Corporation) 06/25/2008 06/04/2026
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
Annualized Return (%) 3.38 -15.78 -19.66 -19.82 -1.35 3.46 NA 27.61 -47.90 -34.18 13.00 -51.12 85.02 73.08 6.82 -38.85 50.18 8.36 -45.20 48.36 66.36 87.06 -18.13 4.91 260.00 -75.93
Sharpe Ratio NA -0.30 -0.48 -0.48 -0.05 NA NA 1.55 -1.21 -0.80 0.18 -0.94 1.82 0.86 0.12 -0.99 1.44 0.14 -0.78 1.14 2.23 2.05 -0.43 0.20 3.15 -1.11
Standard Deviation(%) NA 46.65 47.77 49.27 51.07 NA NA 52.83 42.32 51.00 47.83 55.85 46.77 84.19 44.24 40.90 34.65 57.79 58.08 42.37 29.74 42.81 41.96 24.66 82.39 84.92
Draw Down(%) NA 49.00 74.42 85.54 85.54 NA NA 30.07 60.37 48.58 42.77 57.53 35.20 72.23 38.28 52.16 12.03 39.72 61.77 19.26 11.68 15.95 49.40 12.59 37.13 80.74
Yield(%) 0.00 0.00 0.00 0.00 2.04 2.59 1.85 0.00 0.00 0.00 0.00 0.00 10.62 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 06/04/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IFSPF (Interfor Corporation) -32.12%
Oct 2022 – Oct 2025
-21.51%
Apr 2021 – Apr 2026
-4.87%
May 2015 – May 2025
0.77%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IFSPF (Interfor Corporation) 67.69%
Mar 2009 – Mar 2012
68.10%
Mar 2009 – Mar 2014
26.28%
Mar 2009 – Mar 2019
20.14%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return