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
IMFI NA 3.14% NA NA NA NA NA
Data as of 02/27/2020, Common starting date is 12/06/2018
More Performance Analytics Comparison
Name Start Date End Date
IMFI 12/06/2018 02/27/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018
Annualized Return (%) 0.00 3.14 NA NA NA NA NA -4.15 -1.48 0.12
Sharpe Ratio NA -1.30 NA NA NA NA NA -2.06 -0.84 0.08
Standard Deviation(%) NA 5.78 NA NA NA NA NA 12.16 3.45 3.46
Draw Down(%) NA 8.09 NA NA NA NA NA 4.85 4.08 0.76
Yield(%) 0.00 4.86 1.88 1.13 0.56 0.38 0.28 0.30 5.33 0.00
Data as of 02/27/2020, Common starting date is 12/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMFI (IMFI) 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
IMFI (IMFI) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return