Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRDEX (Cf Ir 3000 Etf E) | 11.42% | 27.95% | 21.94% | 12.53% | 14.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRDEX (Cf Ir 3000 Etf E) | 10/23/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 27.95 | 21.94 | 12.53 | 14.67 | NA | NA | … | … | 11.42 | 18.34 | 23.67 | 25.81 | -19.51 | 25.76 | 20.17 | 30.40 | -5.68 | 20.74 | 12.48 | -0.74 | 14.41 | 5.39 |
| Sharpe Ratio | NA | 2.17 | 1.27 | 0.57 | 0.70 | NA | NA | … | … | 1.88 | 0.84 | 1.52 | 1.54 | -0.82 | 2.02 | 0.56 | 2.29 | -0.41 | 2.82 | 0.90 | -0.05 | 1.22 | 3.62 |
| Standard Deviation(%) | NA | 12.05 | 15.23 | 17.61 | 18.54 | NA | NA | … | … | 14.00 | 18.78 | 13.23 | 14.09 | 25.63 | 12.76 | 35.14 | 12.67 | 16.97 | 7.17 | 13.70 | 16.03 | 11.77 | 8.96 |
| Draw Down(%) | NA | 8.94 | 19.37 | 25.20 | 35.31 | NA | NA | … | … | 8.94 | 19.37 | 8.63 | 10.81 | 25.12 | 5.07 | 35.31 | 6.83 | 20.22 | 2.83 | 11.32 | 11.94 | 7.51 | 1.77 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRDEX (Cf Ir 3000 Etf E) |
3.57%
Mar 2017 – Mar 2020 |
5.23%
Mar 2015 – Mar 2020 |
10.82%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRDEX (Cf Ir 3000 Etf E) |
25.37%
Dec 2018 – Dec 2021 |
18.39%
Oct 2016 – Oct 2021 |
14.75%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart