Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IQEPY (IQE plc) | NA | -71.51% | -36.35% | -45.93% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IQEPY (IQE plc) | 12/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.34 | -71.51 | -36.35 | -45.93 | NA | NA | NA | … | … | -31.94 | -74.30 | 29.36 | -2.26 | -79.09 | 0.00 | 0.00 | 0.00 | 96.30 |
| Sharpe Ratio | NA | -0.74 | -0.52 | -0.55 | NA | NA | NA | … | … | -1.35 | -0.65 | 0.98 | -0.13 | -0.44 | 0.00 | 0.00 | 0.00 | 160,437.54 |
| Standard Deviation(%) | NA | 101.35 | 76.01 | 87.36 | NA | NA | NA | … | … | 32.37 | 125.33 | 25.85 | 29.19 | 181.22 | NA | NA | NA | 296.95 |
| Draw Down(%) | NA | 71.51 | 82.51 | 95.38 | NA | NA | NA | … | … | 31.94 | 76.66 | 0.00 | 26.59 | 79.09 | 0.00 | 0.00 | 0.00 | 0.00 |
| 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 |
Data as of 09/26/2025, Common starting date is 12/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQEPY (IQE plc) |
-49.69%
Mar 2021 – Mar 2024 |
-41.60%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQEPY (IQE plc) |
0.00%
Mar 2018 – Mar 2021 |
-23.36%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart