Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPDPX (DIVIDEND PERFORMERS CLASS I) | NA | -0.27% | 18.21% | NA | NA | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 01/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPDPX (DIVIDEND PERFORMERS CLASS I) | 01/03/2019 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.27 | 18.21 | NA | NA | NA | NA | … | … | -12.49 | 15.68 | 19.38 | 34.31 |
| Sharpe Ratio | NA | -0.14 | 0.42 | NA | NA | NA | NA | … | … | -1.53 | 0.79 | 0.30 | 1.97 |
| Standard Deviation(%) | NA | 18.72 | 40.16 | NA | NA | NA | NA | … | … | 21.13 | 19.91 | 64.38 | 17.05 |
| Draw Down(%) | NA | 15.66 | 63.21 | NA | NA | NA | NA | … | … | 15.66 | 8.33 | 63.21 | 9.11 |
| Yield(%) | 0.00 | 14.57 | 9.61 | 6.74 | 3.37 | 2.25 | 1.69 | … | … | 2.12 | 16.25 | 1.06 | 3.85 |
Data as of 05/06/2022, Common starting date is 01/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPDPX (DIVIDEND PERFORMERS CLASS I) |
18.11%
Apr 2019 – Apr 2022 |
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 |
|---|---|---|---|---|
| IPDPX (DIVIDEND PERFORMERS CLASS I) |
19.18%
Mar 2019 – Mar 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart