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
IPOS (Renaissance International IPO ETF) 38.60% 61.03% 15.17% -7.85% 3.18% NA NA
Data as of 06/04/2026, Common starting date is 10/07/2014
More Performance Analytics Comparison
Name Start Date End Date
IPOS (Renaissance International IPO ETF) 10/07/2014 06/04/2026
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
Annualized Return (%) 3.86 61.03 15.17 -7.85 3.18 NA NA 38.60 43.90 -12.11 -16.49 -33.46 -30.63 50.73 30.93 -19.02 36.82 -6.07 -2.22 0.51
Sharpe Ratio NA 1.96 0.47 -0.41 0.06 NA NA 2.50 1.91 -0.76 -0.92 -0.95 -1.44 1.70 2.11 -0.93 2.71 -0.38 -0.09 0.02
Standard Deviation(%) NA 29.46 25.05 27.15 24.11 NA NA 40.90 21.95 20.62 21.96 37.02 21.32 29.56 13.95 22.12 13.39 16.72 25.06 100.70
Draw Down(%) NA 17.16 33.98 70.28 73.04 NA NA 17.16 20.98 18.33 32.11 49.37 39.26 25.66 8.11 28.37 4.48 14.09 26.42 29.50
Yield(%) 0.00 1.10 0.71 0.19 1.13 0.81 0.60 0.00 1.44 0.82 0.27 0.00 0.00 0.38 1.15 4.14 1.17 1.63 1.04 0.16
Data as of 06/04/2026, Common starting date is 10/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPOS (Renaissance International IPO ETF) -30.84%
Jan 2021 – Jan 2024
-13.87%
Dec 2020 – Dec 2025
-4.04%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPOS (Renaissance International IPO ETF) 18.34%
Jun 2018 – Jun 2021
18.19%
Feb 2016 – Feb 2021
3.19%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return