Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRMD (IRADIMED CORPORATION) | -3.41% | 56.09% | 27.24% | 29.51% | 18.63% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRMD (IRADIMED CORPORATION) | 07/17/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 56.09 | 27.24 | 29.51 | 18.63 | NA | NA | … | … | -3.41 | 79.69 | 16.99 | 75.37 | -37.53 | 102.68 | -2.48 | -4.42 | 61.45 | 36.49 | -60.40 | 117.29 | 43.33 |
| Sharpe Ratio | NA | 1.67 | 0.62 | 0.61 | 0.34 | NA | NA | … | … | -0.54 | 2.21 | 0.43 | 1.69 | -0.64 | 2.39 | -0.05 | -0.11 | 1.27 | 0.70 | -0.80 | 2.39 | 1.61 |
| Standard Deviation(%) | NA | 33.19 | 35.00 | 43.27 | 48.81 | NA | NA | … | … | 32.41 | 34.99 | 30.99 | 42.98 | 61.02 | 42.98 | 50.65 | 53.59 | 47.59 | 51.33 | 76.15 | 48.98 | 73.49 |
| Draw Down(%) | NA | 20.62 | 26.28 | 49.38 | 64.30 | NA | NA | … | … | 20.62 | 22.10 | 14.98 | 26.28 | 49.38 | 14.30 | 41.89 | 38.38 | 44.47 | 35.77 | 67.71 | 24.50 | 40.21 |
| Yield(%) | 0.00 | 2.04 | 1.87 | 3.34 | 2.53 | 3.49 | 2.62 | … | … | 0.42 | 2.15 | 0.95 | 5.90 | 2.09 | 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 07/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRMD (IRADIMED CORPORATION) |
-4.44%
Dec 2015 – Dec 2018 |
-4.60%
Nov 2015 – Nov 2020 |
9.81%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRMD (IRADIMED CORPORATION) |
54.48%
Dec 2022 – Dec 2025 |
43.45%
Feb 2017 – Feb 2022 |
22.65%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart