Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/30/2021.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IRNIX (IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND - INVESTOR CLASS) | NA | 5.73% | 0.72% | 0.79% | 1.42% | NA | NA | 4.49% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRNIX (IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND - INVESTOR CLASS) | 02/09/2009 | 04/30/2021 |
The return data shown below all have the same latest date: 04/30/2021.
AR inception is since 02/09/2009.
AR inception is since 02/09/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.73 | 0.72 | 0.79 | 1.42 | NA | NA | 4.49 | -0.41 | -2.36 | 6.79 | -2.47 | 2.46 | 4.32 | -3.37 | -0.32 | 5.99 | 7.12 | 0.29 | 11.01 | 28.55 |
| Sharpe Ratio | NA | 2.09 | -0.04 | 0.01 | 0.32 | NA | NA | 1.17 | -0.88 | -0.42 | 2.90 | -2.17 | 0.93 | 1.10 | -1.48 | -0.15 | 2.37 | 2.56 | 0.06 | 2.40 | 6.68 |
| Standard Deviation(%) | NA | 2.72 | 3.83 | 3.36 | 3.21 | NA | NA | 3.48 | 1.44 | 6.16 | 1.86 | 1.75 | 1.98 | 3.71 | 2.29 | 2.20 | 2.51 | 2.78 | 4.13 | 4.55 | 4.83 |
| Draw Down(%) | NA | 1.65 | 13.24 | 13.24 | 13.24 | NA | NA | 13.24 | 0.81 | 13.24 | 0.87 | 3.51 | 1.80 | 3.02 | 5.64 | 4.81 | 2.34 | 2.46 | 8.41 | 2.90 | 2.14 |
| Yield(%) | 0.00 | 1.87 | 2.66 | 2.48 | 3.26 | 3.85 | 2.89 | 4.82 | 0.00 | 2.31 | 3.84 | 2.40 | 3.00 | 1.29 | 3.07 | 6.00 | 3.36 | 4.42 | 7.21 | 6.97 | 5.36 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRNIX (IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND - INVESTOR CLASS) |
-1.52%
Mar 2017 - Mar 2020 |
-0.73%
Mar 2015 - Mar 2020 |
1.55%
Mar 2011 - Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRNIX (IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND - INVESTOR CLASS) |
13.55%
Mar 2009 - Mar 2012 |
10.44%
Mar 2009 - Mar 2014 |
5.34%
Mar 2009 - Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart