Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IMMAAX | NA | 1.48% | NA | NA | NA | NA | NA | 4.35% |
Data as of 12/31/2021, AR inception is 11/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMMAAX | 11/19/2020 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 1.48 | NA | NA | NA | NA | NA | 4.35 | 1.48 | 2.83 |
| Sharpe Ratio | NA | 0.22 | NA | NA | NA | NA | NA | 0.62 | 0.22 | 8.22 |
| Standard Deviation(%) | NA | 6.55 | NA | NA | NA | NA | NA | 6.30 | 6.55 | 3.47 |
| Draw Down(%) | NA | 5.86 | NA | NA | NA | NA | NA | 5.86 | 5.86 | 0.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/31/2021, AR inception is 11/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMMAAX (IMMAAX) |
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 |
|---|---|---|---|---|
| IMMAAX (IMMAAX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart