Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOFNF (Iofina plc) | 63.89% | 90.32% | 11.12% | 33.34% | 10.02% | 1.76% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOFNF (Iofina plc) | 06/16/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.61 | 90.32 | 11.12 | 33.34 | 10.02 | 1.76 | NA | … | … | 63.89 | 47.83 | -28.12 | 23.08 | 8.33 | 0.00 | -55.56 | 176.92 | -38.10 | 90.91 | -35.29 | -67.31 | -68.48 | 10.00 | 417.24 | -25.64 | -53.57 | 115.38 | -77.19 |
| Sharpe Ratio | NA | 1.46 | 0.19 | 0.45 | 0.10 | NA | NA | … | … | 4.85 | 0.57 | -0.65 | 0.37 | 0.08 | 0.00 | -0.64 | 1.81 | -0.48 | 1.14 | -0.21 | -0.59 | -0.60 | 0.13 | 5.71 | -0.44 | -0.53 | 1.34 | -0.83 |
| Standard Deviation(%) | NA | 62.71 | 63.76 | 75.43 | 81.77 | NA | NA | … | … | 69.67 | 79.92 | 53.57 | 51.42 | 85.24 | 118.45 | 87.49 | 97.08 | 82.55 | 79.85 | 165.77 | 114.04 | 114.53 | 79.59 | 74.24 | 58.26 | 100.37 | 86.29 | 113.23 |
| Draw Down(%) | NA | 26.32 | 53.49 | 56.52 | 64.56 | NA | NA | … | … | 17.95 | 28.57 | 37.14 | 36.96 | 37.14 | 34.78 | 55.56 | 55.00 | 59.38 | 33.33 | 64.71 | 75.00 | 75.57 | 65.38 | 23.61 | 54.00 | 65.52 | 45.81 | 84.21 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOFNF (Iofina plc) |
-72.70%
Mar 2013 – Mar 2016 |
-43.14%
Oct 2013 – Oct 2018 |
-19.57%
Oct 2013 – Oct 2023 |
-11.23%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOFNF (Iofina plc) |
105.41%
Oct 2010 – Oct 2013 |
46.70%
Nov 2008 – Nov 2013 |
18.37%
Mar 2016 – Mar 2026 |
2.52%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart