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
IMIHX NA 2.26% 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
IMIHX 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 2.26 NA NA NA NA NA 0.49 1.55
Sharpe Ratio NA 1.58 NA NA NA NA NA 0.43 5.07
Standard Deviation(%) NA 1.41 NA NA NA NA NA 1.45 1.24
Draw Down(%) NA 1.79 NA NA NA NA NA 1.79 0.20
Yield(%) 0.00 0.55 0.18 0.11 0.05 0.04 0.03 0.49 0.05
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
IMIHX (IMIHX) 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
IMIHX (IMIHX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return