Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRICX (Cf Ir 1000 Etf E) | 10.52% | 26.22% | 20.89% | 11.84% | 13.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRICX (Cf Ir 1000 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 (%) | 0.44 | 26.22 | 20.89 | 11.84 | 13.83 | NA | NA | … | … | 10.52 | 17.33 | 25.75 | 25.16 | -20.29 | 25.36 | 19.19 | 29.53 | -6.11 | 20.09 | 10.78 | -1.37 | 13.29 | 5.32 |
| Sharpe Ratio | NA | 2.06 | 1.22 | 0.54 | 0.67 | NA | NA | … | … | 1.75 | 0.80 | 1.50 | 1.52 | -0.85 | 2.00 | 0.55 | 2.24 | -0.43 | 2.83 | 0.79 | -0.09 | 1.15 | 3.74 |
| Standard Deviation(%) | NA | 11.76 | 14.93 | 17.39 | 18.20 | NA | NA | … | … | 13.59 | 18.46 | 12.91 | 13.91 | 25.46 | 12.64 | 34.02 | 12.56 | 17.13 | 6.90 | 13.39 | 16.07 | 11.50 | 8.56 |
| Draw Down(%) | NA | 9.06 | 19.19 | 25.89 | 34.72 | NA | NA | … | … | 9.06 | 19.19 | 8.60 | 10.52 | 25.72 | 5.30 | 34.72 | 6.74 | 19.96 | 2.76 | 11.06 | 12.29 | 7.65 | 1.66 |
| 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 |
|---|---|---|---|---|
| IRICX (Cf Ir 1000 Etf E) |
3.19%
Mar 2017 – Mar 2020 |
4.64%
Mar 2015 – Mar 2020 |
10.05%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRICX (Cf Ir 1000 Etf E) |
24.62%
Dec 2018 – Dec 2021 |
17.53%
Oct 2016 – Oct 2021 |
13.91%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart