Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIGEX (Ivf Gbl Gwt Fd E) | NA | 3.48% | 0.74% | 1.35% | 5.84% | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIGEX (Ivf Gbl Gwt Fd E) | 04/10/2007 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.18 | 3.48 | 0.74 | 1.35 | 5.84 | NA | NA | … | … | -3.11 | 25.31 | -16.10 | 15.76 | -3.13 | 0.91 | -0.59 | 19.07 | 17.92 | -7.52 | 15.51 | 27.96 | -43.73 | 15.08 |
| Sharpe Ratio | NA | 0.08 | -0.02 | 0.03 | 0.30 | NA | NA | … | … | -0.16 | 1.93 | -0.84 | 1.32 | -0.22 | 0.06 | -0.05 | 1.67 | 1.19 | -0.30 | 0.79 | 1.11 | -1.17 | 0.89 |
| Standard Deviation(%) | NA | 31.86 | 23.25 | 20.27 | 18.47 | NA | NA | … | … | 44.82 | 12.52 | 20.79 | 11.49 | 15.23 | 15.38 | 11.48 | 11.37 | 15.10 | 25.19 | 19.60 | 25.14 | 38.18 | 20.56 |
| Draw Down(%) | NA | 33.70 | 35.06 | 35.06 | 35.06 | NA | NA | … | … | 33.70 | 7.18 | 29.34 | 8.11 | 14.71 | 13.33 | 13.00 | 9.76 | 14.27 | 24.19 | 16.50 | 21.77 | 53.80 | 13.14 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.60 | 0.45 | 0.34 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.56 | 1.35 | 0.00 | 2.37 | 1.39 | 0.80 | 0.32 |
Data as of 06/19/2020, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIGEX (Ivf Gbl Gwt Fd E) |
-11.02%
Jun 2007 – Jun 2010 |
-3.71%
Oct 2007 – Oct 2012 |
1.97%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIGEX (Ivf Gbl Gwt Fd E) |
21.74%
Feb 2009 – Feb 2012 |
18.41%
Feb 2009 – Feb 2014 |
9.07%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart