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
IRACX NA 9.82% NA NA NA NA NA
Data as of 08/23/2021, Common starting date is 05/05/2020
More Performance Analytics Comparison
Name Start Date End Date
IRACX 05/05/2020 08/23/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 0.35 9.82 NA NA NA NA NA 1.96 2.20
Sharpe Ratio NA 1.82 NA NA NA NA NA 1.37 1.37
Standard Deviation(%) NA 2.20 NA NA NA NA NA 2.23 2.39
Draw Down(%) NA 0.95 NA NA NA NA NA 0.66 1.74
Yield(%) 0.00 5.59 2.37 1.42 0.71 0.47 0.36 3.48 3.56
Data as of 08/23/2021, Common starting date is 05/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IRACX (IRACX) 0.00%
NA
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
IRACX (IRACX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return