Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPFPF (International Personal Finance plc) | NA | 376.44% | 109.34% | 24.68% | -0.75% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPFPF (International Personal Finance plc) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 376.44 | 109.34 | 24.68 | -0.75 | NA | NA | … | … | 106.46 | 191.16 | 52.61 | -63.03 | -11.17 | -7.64 | 0.00 | 0.00 | -36.62 | -47.41 | 0.00 | -30.22 | 68.52 | 0.00 |
| Sharpe Ratio | NA | 3.52 | 1.67 | 0.33 | -0.04 | NA | NA | … | … | 2.18 | 2.20 | 2.23 | -0.63 | -1.02 | -0.64 | 0.00 | 0.00 | -0.82 | -0.80 | 0.00 | -0.99 | 2.18 | 0.00 |
| Standard Deviation(%) | NA | 106.07 | 63.28 | 67.67 | 53.54 | NA | NA | … | … | 75.98 | 85.37 | 22.12 | 103.12 | 10.96 | 12.37 | NA | NA | 45.69 | 59.82 | NA | 30.43 | 31.43 | NA |
| Draw Down(%) | NA | 1.05 | 1.05 | 72.27 | 89.90 | NA | NA | … | … | 1.05 | 0.00 | 0.00 | 72.27 | 12.50 | 11.11 | 0.00 | 0.00 | 36.62 | 49.33 | 0.00 | 30.77 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 23.82 | 27.92 | 6.46 | 1.07 | 0.84 | 0.63 | … | … | 10.32 | 21.55 | 34.60 | 6.53 | 1.48 | 3.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPFPF (International Personal Finance plc) |
-38.66%
May 2014 – May 2017 |
-25.42%
May 2014 – May 2019 |
-19.98%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPFPF (International Personal Finance plc) |
53.78%
Aug 2022 – Aug 2025 |
24.68%
Aug 2020 – Aug 2025 |
-0.75%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart