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
IIN (IntriCon Corporation) NA -2.69% -0.94% 25.29% 14.16% 8.76% 12.26% … …
Data as of 05/24/2022, Common starting date is 02/21/1973
More Performance Analytics Comparison
Name Start Date End Date
IIN (IntriCon Corporation) 02/21/1973 05/24/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973
Annualized Return (%) 0.87 -2.69 -0.94 25.29 14.16 8.76 12.26 … … 49.91 -10.66 0.56 -31.77 33.23 186.96 -8.97 10.33 78.44 -4.94 -35.30 60.10 21.43 -10.56 -71.15 151.11 17.22 105.83 -44.77 145.39 -27.62 -40.00 -47.66 -18.94 -14.29 -15.69 75.64 -1.27 -28.18 18.28 5.68 22.22 5.88 106.06 29.41 96.15 -27.78 -20.00 45.16 24.00 -43.18 -29.03 10.71 12.00 -38.27 84.09 33.33 -10.81 -28.85 -29.73
Sharpe Ratio NA -0.05 -0.02 0.39 0.23 NA NA … … 2.93 -0.20 0.00 -1.00 0.16 2.85 -0.80 -0.18 0.90 -0.32 -0.97 0.64 0.04 -0.32 -1.08 2.59 -0.11 0.81 -0.87 2.04 -0.64 -0.92 -1.99 0.13 0.53 -1.65 2.23 -1.79 -1.01 0.60 0.16 0.49 0.11 2.62 0.73 1.28 -0.48 -0.31 0.78 0.41 -0.73 -0.57 0.20 0.24 -0.69 1.55 0.71 -0.19 -0.50 -0.56
Standard Deviation(%) NA 56.09 59.18 62.98 60.87 NA NA … … 61.36 53.00 67.42 54.89 70.74 59.18 53.94 46.46 66.45 73.83 56.12 65.15 64.41 91.50 84.09 50.14 45.11 104.10 74.14 61.94 74.07 67.82 58.37 46.70 35.99 37.67 34.55 35.41 26.24 30.23 34.39 45.38 54.09 40.51 39.98 74.78 57.57 65.09 57.27 57.68 58.70 50.88 54.29 50.28 55.19 54.09 47.02 55.74 56.97 60.08
Draw Down(%) NA 45.00 63.42 86.70 86.70 NA NA … … 15.80 47.05 48.12 42.44 69.58 31.77 46.48 29.09 34.89 47.62 45.91 39.15 41.42 40.18 74.42 26.34 37.33 42.88 62.47 38.83 44.44 56.99 61.02 42.42 47.52 32.08 14.89 28.12 36.89 22.34 31.07 49.24 60.39 16.03 25.00 46.38 47.83 53.23 24.24 49.09 47.73 53.85 37.88 36.36 43.82 28.81 42.42 51.61 51.52 43.42
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 … … 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.38 2.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/24/2022, Common starting date is 02/21/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IIN (IntriCon Corporation) -39.97%
Jun 2000 – Jun 2003 		-35.93%
Feb 1997 – Feb 2002 		-17.77%
Dec 1992 – Dec 2002 		-12.46%
May 1990 – May 2005
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IIN (IntriCon Corporation) 120.43%
Aug 2015 – Aug 2018 		79.46%
Aug 2013 – Aug 2018 		30.44%
Sep 2008 – Sep 2018 		29.39%
Aug 2003 – Aug 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return