Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IROQ (IF Bancorp Inc) | -1.52% | 10.76% | 19.12% | 6.72% | 4.89% | NA | NA | … | … |
Data as of 03/12/2026, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IROQ (IF Bancorp Inc) | 10/02/2015 | 03/12/2026 |
| 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.53 | 10.76 | 19.12 | 6.72 | 4.89 | NA | NA | … | … | -1.52 | 16.54 | 48.61 | -4.61 | -32.39 | 18.92 | -2.49 | 15.88 | 5.60 | 4.22 |
| Sharpe Ratio | NA | 0.37 | 0.55 | 0.14 | 0.10 | NA | NA | … | … | -0.74 | 0.57 | 1.37 | -0.31 | -0.88 | 0.52 | -0.07 | 0.48 | 0.07 | 0.94 |
| Standard Deviation(%) | NA | 21.75 | 27.49 | 31.25 | 31.53 | NA | NA | … | … | 13.62 | 24.39 | 30.73 | 29.30 | 38.57 | 36.15 | 38.89 | 29.86 | 24.01 | 19.65 |
| Draw Down(%) | NA | 9.26 | 17.90 | 47.38 | 47.38 | NA | NA | … | … | 5.25 | 9.26 | 10.74 | 23.61 | 34.99 | 15.30 | 35.56 | 12.22 | 21.59 | 6.33 |
| Yield(%) | 0.00 | 1.64 | 2.39 | 1.67 | 1.36 | 1.00 | 0.75 | … | … | 0.00 | 1.75 | 2.50 | 2.25 | 1.44 | 0.87 | 1.28 | 1.33 | 1.10 | 0.00 |
Data as of 03/12/2026, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IROQ (IF Bancorp Inc) |
-10.30%
Nov 2020 – Nov 2023 |
-8.27%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IROQ (IF Bancorp Inc) |
18.56%
Dec 2022 – Dec 2025 |
12.87%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart