Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIDDY (IGO Limited) | 6.82% | 167.67% | -11.09% | 3.16% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIDDY (IGO Limited) | 03/02/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 167.67 | -11.09 | 3.16 | NA | NA | NA | … | … | 6.82 | 80.53 | -44.26 | -35.62 | 14.77 | 62.52 |
| Sharpe Ratio | NA | 2.80 | -0.27 | 0.01 | NA | NA | NA | … | … | 0.54 | 1.40 | -0.84 | -0.80 | 0.29 | 1.58 |
| Standard Deviation(%) | NA | 51.37 | 53.57 | 51.26 | NA | NA | NA | … | … | 27.85 | 55.69 | 56.86 | 49.19 | 46.00 | 49.57 |
| Draw Down(%) | NA | 13.61 | 77.48 | 79.86 | NA | NA | NA | … | … | 13.61 | 34.76 | 47.24 | 49.92 | 44.19 | 19.42 |
| Yield(%) | 0.00 | 0.00 | 2.27 | 3.02 | 1.67 | 1.11 | 0.83 | … | … | 0.00 | 0.00 | 4.31 | 5.00 | 0.83 | 1.40 |
Data as of 06/04/2026, Common starting date is 03/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIDDY (IGO Limited) |
-34.62%
Mar 2022 – Mar 2025 |
0.86%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIDDY (IGO Limited) |
1.32%
May 2021 – May 2024 |
3.16%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart