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
IMIEX NA 2.66% NA NA NA NA NA
Data as of 10/08/2021, Common starting date is 10/01/2020
More Performance Analytics Comparison
Name Start Date End Date
IMIEX 10/01/2020 10/08/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 0.00 2.66 NA NA NA NA NA 0.78 1.66
Sharpe Ratio NA 1.82 NA NA NA NA NA 0.67 5.20
Standard Deviation(%) NA 1.45 NA NA NA NA NA 1.48 1.30
Draw Down(%) NA 1.76 NA NA NA NA NA 1.76 0.20
Yield(%) 0.00 0.95 0.32 0.19 0.09 0.06 0.05 0.78 0.16
Data as of 10/08/2021, Common starting date is 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMIEX (IMIEX) 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
IMIEX (IMIEX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return