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
IGVT NA 8.32% 3.68% NA NA NA NA
Data as of 11/27/2019, Common starting date is 10/25/2016
More Performance Analytics Comparison
Name Start Date End Date
IGVT 10/25/2016 11/27/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016
Annualized Return (%) 0.00 8.32 3.68 NA NA NA NA 6.60 2.97 2.52 -2.22
Sharpe Ratio NA 2.48 1.03 NA NA NA NA 2.07 0.70 0.83 -3.46
Standard Deviation(%) NA 2.76 2.50 NA NA NA NA 2.81 2.34 2.28 3.36
Draw Down(%) NA 2.76 2.76 NA NA NA NA 2.76 1.05 1.17 2.22
Yield(%) 0.00 2.44 1.94 1.15 0.57 0.38 0.29 0.78 2.51 2.28 0.32
Data as of 11/27/2019, Common starting date is 10/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IGVT (IGVT) 0.00%
NA
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
IGVT (IGVT) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return