Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IMPCX (Variant Impact Fund) | 0.55% | 2.96% | 8.33% | NA | NA | NA | NA | 11.34% |
Data as of 08/01/2025, AR inception is 10/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMPCX (Variant Impact Fund) | 10/29/2021 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 2.96 | 8.33 | NA | NA | NA | NA | 11.34 | 0.55 | 6.56 | 12.96 | 12.66 | 1.23 |
| Sharpe Ratio | NA | -0.12 | 2.76 | NA | NA | NA | NA | 3.20 | -0.92 | 2.61 | 5.19 | 4.70 | 17.11 |
| Standard Deviation(%) | NA | 2.08 | 1.78 | NA | NA | NA | NA | 1.94 | 2.54 | 1.12 | 1.81 | 2.39 | 0.44 |
| Draw Down(%) | NA | 1.75 | 1.75 | NA | NA | NA | NA | 1.75 | 1.75 | 0.71 | 0.22 | 0.28 | 0.00 |
| Yield(%) | 0.00 | 7.06 | 7.25 | 5.32 | 2.66 | 1.77 | 1.33 | 8.87 | 2.02 | 8.19 | 7.31 | 6.19 | 1.26 |
Data as of 08/01/2025, AR inception is 10/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMPCX (Variant Impact Fund) |
8.31%
Jul 2022 - Jul 2025 |
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 |
|---|---|---|---|---|
| IMPCX (Variant Impact Fund) |
10.75%
Jan 2022 - Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart