Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IOYY -13.62% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 11/04/2025
More Performance Analytics Comparison
Name Start Date End Date
IOYY 11/04/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.82 NA NA NA NA NA NA -13.62 -11.63
Sharpe Ratio NA NA NA NA NA NA NA -1.10 -1.31
Standard Deviation(%) NA NA NA NA NA NA NA 30.74 43.94
Draw Down(%) NA NA NA NA NA NA NA 33.82 18.88
Yield(%) 1.93 46.38 15.46 9.28 4.64 3.09 2.32 36.76 20.07
Data as of 06/10/2026, Common starting date is 11/04/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IOYY (IOYY) 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
IOYY (IOYY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return