Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFUNX (IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND – INSTITUTIONAL CLASS) | NA | 6.09% | 1.09% | 1.27% | 1.84% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 10/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFUNX (IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND – INSTITUTIONAL CLASS) | 10/10/2006 | 04/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.09 | 1.09 | 1.27 | 1.84 | NA | NA | … | … | -0.35 | -1.95 | 7.14 | -2.19 | 2.86 | 5.40 | -3.02 | 0.01 | 6.32 | 7.35 | 0.59 | 11.34 | 34.31 | -11.00 | -0.40 | 2.96 |
| Sharpe Ratio | NA | 2.21 | 0.05 | 0.15 | 0.44 | NA | NA | … | … | -0.73 | -0.35 | 3.08 | -2.08 | 1.16 | 1.39 | -1.30 | 0.00 | 2.48 | 2.52 | 0.13 | 2.47 | 6.55 | -3.30 | -0.83 | 7.76 |
| Standard Deviation(%) | NA | 2.74 | 3.83 | 3.35 | 3.23 | NA | NA | … | … | 1.50 | 6.17 | 1.84 | 1.72 | 1.91 | 3.72 | 2.35 | 2.18 | 2.53 | 2.92 | 4.18 | 4.55 | 5.23 | 3.62 | 4.30 | 1.35 |
| Draw Down(%) | NA | 1.67 | 13.16 | 13.16 | 13.16 | NA | NA | … | … | 0.86 | 13.16 | 0.88 | 3.13 | 1.73 | 2.95 | 5.39 | 4.67 | 2.32 | 2.39 | 8.25 | 2.83 | 2.14 | 13.75 | 3.85 | 0.29 |
| Yield(%) | 0.00 | 2.30 | 3.06 | 2.99 | 3.66 | 4.09 | 3.07 | … | … | 0.06 | 2.74 | 4.25 | 2.82 | 3.39 | 2.24 | 3.48 | 6.37 | 3.66 | 4.80 | 7.78 | 7.00 | 5.71 | 0.00 | 1.09 | 1.45 |
Data as of 04/30/2021, Common starting date is 10/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFUNX (IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND – INSTITUTIONAL CLASS) |
-1.21%
Mar 2017 – Mar 2020 |
-0.27%
Mar 2015 – Mar 2020 |
1.98%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFUNX (IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND – INSTITUTIONAL CLASS) |
14.72%
Feb 2009 – Feb 2012 |
11.57%
Nov 2008 – Nov 2013 |
6.04%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart