Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IICHX (LARGE CAP EQUITY FUND CLASS H) | 3.50% | 10.11% | 10.21% | 9.67% | 9.56% | 10.90% | NA | 11.64% |
Data as of 07/02/2025, AR inception is 03/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IICHX (LARGE CAP EQUITY FUND CLASS H) | 03/26/2009 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.49 | 10.11 | 10.21 | 9.67 | 9.56 | 10.90 | NA | 11.64 | 3.50 | 11.73 | 12.28 | -20.01 | 26.90 | 8.46 | 26.77 | -6.45 | 20.81 | 14.66 | -3.47 | 8.76 | 28.98 | 10.46 | 8.34 | 9.24 | 31.90 |
| Sharpe Ratio | NA | 0.32 | 0.33 | 0.47 | 0.39 | NA | NA | 0.59 | 0.07 | 0.38 | 0.53 | -0.90 | 1.93 | 0.24 | 1.99 | -0.47 | 0.74 | 1.22 | -0.24 | 0.91 | 3.06 | 1.02 | 0.45 | 0.63 | 2.61 |
| Standard Deviation(%) | NA | 17.71 | 17.26 | 17.26 | 20.10 | NA | NA | 17.79 | 21.68 | 13.48 | 15.19 | 23.92 | 13.90 | 34.65 | 12.75 | 16.71 | 27.49 | 11.80 | 14.45 | 9.64 | 9.46 | 10.30 | 18.39 | 14.42 | 16.57 |
| Draw Down(%) | NA | 17.44 | 17.44 | 26.07 | 34.34 | NA | NA | 34.34 | 17.44 | 9.42 | 8.85 | 22.60 | 5.07 | 34.34 | 6.73 | 18.10 | 16.99 | 7.19 | 13.12 | 7.00 | 4.83 | 7.24 | 13.66 | 13.41 | 5.54 |
| Yield(%) | 0.00 | 6.59 | 3.13 | 2.52 | 7.32 | 9.64 | 8.88 | 11.10 | 0.17 | 7.31 | 0.93 | 0.71 | 0.64 | 0.76 | 6.53 | 11.29 | 21.65 | 27.41 | 7.56 | 8.24 | 9.19 | 4.83 | 3.77 | 1.05 | 0.77 |
Data as of 07/02/2025, AR inception is 03/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IICHX (LARGE CAP EQUITY FUND CLASS H) |
2.12%
Apr 2021 - Apr 2024 |
5.17%
Mar 2015 - Mar 2020 |
7.86%
Dec 2013 - Dec 2023 |
9.24%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IICHX (LARGE CAP EQUITY FUND CLASS H) |
20.39%
Dec 2018 - Dec 2021 |
16.71%
Apr 2009 - Apr 2014 |
13.26%
Oct 2011 - Oct 2021 |
11.02%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart