Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPGDF (IGO Limited) | 30.40% | 160.81% | -4.63% | 8.11% | 15.84% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPGDF (IGO Limited) | 11/25/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.25 | 160.81 | -4.63 | 8.11 | 15.84 | NA | NA | … | … | 30.40 | 74.19 | -42.30 | -27.48 | 10.26 | 69.42 | 15.40 | 61.09 | -24.88 | 26.97 | 93.32 | -59.68 | 64.36 | -15.79 |
| Sharpe Ratio | NA | 2.21 | -0.13 | 0.11 | 0.28 | NA | NA | … | … | 0.98 | 1.23 | -0.98 | -0.71 | 0.18 | 1.67 | 0.21 | 1.99 | -0.64 | 0.52 | 1.64 | -0.91 | 1.40 | -1.78 |
| Standard Deviation(%) | NA | 68.95 | 57.70 | 53.05 | 52.35 | NA | NA | … | … | 79.93 | 59.20 | 50.04 | 44.70 | 50.53 | 41.50 | 72.20 | 29.92 | 41.20 | 51.05 | 56.80 | 65.35 | 46.07 | 46.90 |
| Draw Down(%) | NA | 28.19 | 76.48 | 77.47 | 77.47 | NA | NA | … | … | 28.19 | 31.83 | 50.80 | 54.87 | 42.34 | 19.70 | 59.10 | 10.00 | 35.60 | 39.38 | 21.86 | 60.31 | 10.47 | 15.79 |
| Yield(%) | 0.00 | 0.00 | 3.11 | 4.15 | 6.63 | 3.71 | 2.78 | … | … | 0.00 | 0.00 | 8.42 | 5.80 | 1.19 | 1.96 | 1.15 | 2.55 | 0.54 | 0.61 | 1.32 | 2.08 | 3.33 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPGDF (IGO Limited) |
-33.45%
Mar 2022 – Mar 2025 |
-6.31%
Mar 2015 – Mar 2020 |
-2.30%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPGDF (IGO Limited) |
50.31%
Mar 2020 – Mar 2023 |
35.78%
Apr 2017 – Apr 2022 |
17.65%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart