Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMIAF (IMI plc) | NA | 32.55% | 24.60% | 18.44% | 9.26% | NA | NA | … | … |
Data as of 08/18/2025, Common starting date is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMIAF (IMI plc) | 02/23/2012 | 08/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 32.55 | 24.60 | 18.44 | 9.26 | NA | NA | … | … | 26.59 | 12.69 | 38.40 | -34.04 | 51.50 | 8.94 | 39.66 | -32.70 | 49.33 | -2.58 | -31.06 | -13.66 | 36.13 | 21.17 |
| Sharpe Ratio | NA | 1.20 | 0.72 | 0.54 | 0.22 | NA | NA | … | … | 1.75 | 0.40 | 1.29 | -0.78 | 2.06 | 0.13 | 1.30 | -1.04 | 2.30 | -0.08 | -1.06 | -0.47 | 1.36 | 0.72 |
| Standard Deviation(%) | NA | 24.46 | 29.62 | 30.34 | 35.43 | NA | NA | … | … | 24.60 | 22.40 | 27.24 | 45.62 | 24.96 | 65.64 | 29.29 | 32.90 | 21.22 | 33.05 | 29.43 | 29.06 | 26.63 | 34.96 |
| Draw Down(%) | NA | 14.19 | 19.66 | 48.32 | 54.19 | NA | NA | … | … | 14.19 | 10.80 | 17.68 | 45.92 | 10.04 | 48.12 | 16.29 | 39.06 | 12.98 | 23.75 | 38.97 | 31.99 | 9.84 | 24.51 |
| Yield(%) | 0.00 | 1.21 | 1.77 | 2.05 | 2.53 | 2.46 | 1.85 | … | … | 1.16 | 1.15 | 2.10 | 1.09 | 1.81 | 4.47 | 4.36 | 2.25 | 3.98 | 3.96 | 3.33 | 2.49 | 2.91 | 2.45 |
Data as of 08/18/2025, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIAF (IMI plc) |
-18.22%
Oct 2013 – Oct 2016 |
-12.90%
May 2014 – May 2019 |
-0.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIAF (IMI plc) |
32.10%
Dec 2018 – Dec 2021 |
25.82%
Mar 2020 – Mar 2025 |
9.00%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart