Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOUFF (IOU Financial Inc) | NA | 23.08% | 36.87% | -3.39% | -8.07% | NA | NA | … | … |
Data as of 10/06/2023, Common starting date is 07/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOUFF (IOU Financial Inc) | 07/18/2013 | 10/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.08 | 36.87 | -3.39 | -8.07 | NA | NA | … | … | 23.08 | -23.53 | 67.32 | -38.05 | 19.80 | 71.12 | -51.46 | -58.59 | 11.86 | -38.07 | 23.12 |
| Sharpe Ratio | NA | 0.18 | 0.34 | -0.05 | -0.11 | NA | NA | … | … | 0.24 | -0.26 | 0.62 | -0.36 | 0.45 | 1.15 | -0.79 | -0.90 | 0.17 | -0.80 | 0.71 |
| Standard Deviation(%) | NA | 105.97 | 103.56 | 95.14 | 80.98 | NA | NA | … | … | 112.42 | 96.03 | 109.35 | 106.26 | 41.27 | 60.65 | 66.23 | 64.94 | 70.31 | 47.49 | 81.65 |
| Draw Down(%) | NA | 46.67 | 55.56 | 77.49 | 94.68 | NA | NA | … | … | 46.67 | 38.89 | 36.67 | 74.32 | 25.53 | 28.51 | 58.20 | 66.63 | 32.53 | 55.79 | 24.69 |
| 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 |
Data as of 10/06/2023, Common starting date is 07/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOUFF (IOU Financial Inc) |
-39.39%
Jan 2014 – Jan 2017 |
-35.94%
Jun 2015 – Jun 2020 |
-8.07%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOUFF (IOU Financial Inc) |
46.20%
Jul 2020 – Jul 2023 |
10.20%
Dec 2017 – Dec 2022 |
-5.96%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart