Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPPPX (PREFERRED PLUS CLASS I) | NA | -3.32% | 5.57% | NA | NA | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 01/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPPPX (PREFERRED PLUS CLASS I) | 01/04/2019 | 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 | -3.32 | 5.57 | NA | NA | NA | NA | … | … | -7.90 | 0.92 | 5.98 | 17.09 |
| Sharpe Ratio | NA | -0.62 | 0.32 | NA | NA | NA | NA | … | … | -2.85 | 0.16 | 0.21 | 3.73 |
| Standard Deviation(%) | NA | 5.54 | 16.34 | NA | NA | NA | NA | … | … | 7.55 | 5.47 | 27.45 | 4.30 |
| Draw Down(%) | NA | 8.13 | 36.48 | NA | NA | NA | NA | … | … | 8.13 | 3.40 | 36.48 | 1.93 |
| Yield(%) | 0.00 | 5.38 | 5.05 | 3.48 | 1.74 | 1.16 | 0.87 | … | … | 0.40 | 6.67 | 3.61 | 5.00 |
Data as of 05/06/2022, Common starting date is 01/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPPPX (PREFERRED PLUS CLASS I) |
5.57%
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 |
|---|---|---|---|---|
| IPPPX (PREFERRED PLUS CLASS I) |
6.64%
Feb 2019 – Feb 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart