Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRCZX (International Small Cap Portfolio Z) | 13.57% | 27.37% | 20.35% | 7.68% | 8.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRCZX (International Small Cap Portfolio Z) | 12/22/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 27.37 | 20.35 | 7.68 | 8.75 | NA | NA | … | … | 13.57 | 34.96 | 7.69 | 13.18 | -20.89 | 12.49 | 8.23 | 19.36 | -17.80 | 32.16 | 2.89 | 0.50 |
| Sharpe Ratio | NA | 2.00 | 1.27 | 0.36 | 0.45 | NA | NA | … | … | 2.00 | 2.24 | 0.33 | 0.76 | -1.03 | 0.96 | 0.27 | 1.76 | -1.44 | 4.51 | 0.18 | 1.98 |
| Standard Deviation(%) | NA | 14.40 | 14.19 | 15.69 | 16.31 | NA | NA | … | … | 18.72 | 14.39 | 12.45 | 12.72 | 21.68 | 13.03 | 29.67 | 10.19 | 13.35 | 7.02 | 15.00 | 11.66 |
| Draw Down(%) | NA | 11.59 | 13.74 | 34.68 | 44.60 | NA | NA | … | … | 11.59 | 13.23 | 8.79 | 13.74 | 31.77 | 8.98 | 40.50 | 9.07 | 25.19 | 2.59 | 11.43 | 1.08 |
| Yield(%) | 0.00 | 14.94 | 8.41 | 4.88 | 5.23 | 3.63 | 2.72 | … | … | 0.00 | 17.98 | 2.86 | 3.24 | 0.83 | 4.20 | 1.20 | 2.29 | 7.57 | 4.81 | 2.76 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRCZX (International Small Cap Portfolio Z) |
-6.07%
Mar 2017 – Mar 2020 |
-2.96%
Sep 2017 – Sep 2022 |
8.09%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRCZX (International Small Cap Portfolio Z) |
22.32%
Sep 2022 – Sep 2025 |
11.79%
Mar 2020 – Mar 2025 |
9.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart