Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INIYX (INTERNATIONAL INVESTORS GOLD FUND CLASS Y) | -2.54% | 61.33% | 44.06% | 19.28% | 14.38% | 4.74% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INIYX (INTERNATIONAL INVESTORS GOLD FUND CLASS Y) | 05/04/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.98 | 61.33 | 44.06 | 19.28 | 14.38 | 4.74 | NA | … | … | -2.54 | 165.62 | 14.71 | 10.13 | -13.55 | -13.95 | 41.19 | 38.52 | -15.71 | 10.40 | 57.51 | -24.26 | -3.46 | -48.43 | -12.23 | -21.42 | 36.98 |
| Sharpe Ratio | NA | 1.34 | 1.17 | 0.50 | 0.39 | NA | NA | … | … | -0.15 | 4.66 | 0.30 | 0.23 | -0.42 | -0.49 | 0.84 | 1.50 | -0.72 | 0.37 | 1.27 | -0.61 | -0.09 | -1.14 | -0.40 | -0.63 | 2.33 |
| Standard Deviation(%) | NA | 43.91 | 34.76 | 33.47 | 33.65 | NA | NA | … | … | 53.83 | 35.85 | 27.45 | 26.02 | 35.93 | 28.44 | 48.43 | 24.81 | 23.67 | 26.33 | 44.95 | 40.03 | 39.35 | 42.62 | 30.80 | 33.93 | 25.87 |
| Draw Down(%) | NA | 29.59 | 29.59 | 44.55 | 50.86 | NA | NA | … | … | 29.59 | 17.18 | 19.50 | 26.73 | 44.55 | 28.15 | 36.30 | 18.76 | 29.87 | 21.16 | 38.84 | 40.51 | 40.17 | 52.25 | 36.08 | 28.54 | 13.07 |
| Yield(%) | 0.00 | 9.30 | 8.15 | 4.70 | 5.57 | 2.08 | 2.59 | … | … | 0.00 | 14.39 | 8.17 | 0.44 | 0.00 | 4.75 | 14.88 | 5.14 | 2.26 | 4.26 | 8.87 | 0.00 | 0.00 | 0.38 | 2.09 | 1.27 | 18.09 |
Data as of 06/05/2026, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INIYX (INTERNATIONAL INVESTORS GOLD FUND CLASS Y) |
-32.17%
Sep 2012 – Sep 2015 |
-23.61%
Dec 2010 – Dec 2015 |
-5.68%
Sep 2012 – Sep 2022 |
2.60%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INIYX (INTERNATIONAL INVESTORS GOLD FUND CLASS Y) |
68.37%
Feb 2023 – Feb 2026 |
33.03%
Feb 2021 – Feb 2026 |
23.22%
Jan 2016 – Jan 2026 |
6.64%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart