Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IQEPF (IQE PLC) | 983.33% | 364.29% | 37.51% | -4.07% | 8.22% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IQEPF (IQE PLC) | 08/06/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 364.29 | 37.51 | -4.07 | 8.22 | NA | NA | … | … | 983.33 | -46.15 | -60.00 | -41.18 | 27.50 | -20.00 | 29.17 | -16.67 | -61.08 | 315.73 | 30.88 | 51.11 | -39.19 | -11.90 | 3.70 |
| Sharpe Ratio | NA | 2.45 | 0.27 | -0.02 | 0.05 | NA | NA | … | … | 159.34 | -0.47 | -0.63 | -0.49 | 0.31 | -0.15 | 0.08 | -0.17 | -0.44 | 4.34 | 0.43 | 1.20 | -0.88 | -0.20 | 0.17 |
| Standard Deviation(%) | NA | 144.61 | 122.85 | 134.66 | 172.33 | NA | NA | … | … | 204.87 | 106.22 | 106.91 | 93.16 | 84.06 | 199.69 | 376.20 | 108.18 | 142.73 | 73.11 | 71.51 | 42.44 | 44.76 | 59.87 | 57.71 |
| Draw Down(%) | NA | 60.00 | 86.67 | 92.50 | 97.46 | NA | NA | … | … | 46.43 | 70.00 | 73.33 | 74.19 | 42.91 | 58.20 | 80.86 | 52.99 | 74.75 | 25.12 | 41.18 | 17.07 | 45.91 | 53.04 | 22.51 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQEPF (IQE PLC) |
-53.58%
Nov 2022 – Nov 2025 |
-41.69%
Nov 2020 – Nov 2025 |
-15.92%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQEPF (IQE PLC) |
110.75%
Nov 2014 – Nov 2017 |
40.01%
Nov 2012 – Nov 2017 |
8.05%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart