Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IRWPQ (IFC Capital Trust VI PFD GTD TR SEC) | NA | 0.00% | -1.70% | -2.89% | -5.93% | NA | NA | -9.40% |
Data as of 10/10/2022, AR inception is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRWPQ (IFC Capital Trust VI PFD GTD TR SEC) | 02/23/2012 | 10/10/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -1.70 | -2.89 | -5.93 | NA | NA | -9.40 | 0.00 | 0.00 | 5.56 | -28.00 | 8.70 | -8.00 | -61.54 | 44.44 | 0.00 | 32.35 | -33.33 |
| Sharpe Ratio | NA | 0.00 | -0.05 | -0.10 | -0.07 | NA | NA | -0.11 | 0.00 | 0.00 | 0.98 | -0.40 | 0.19 | -0.14 | -0.29 | 0.93 | 0.00 | 0.26 | -0.98 |
| Standard Deviation(%) | NA | NA | 38.99 | 37.80 | 86.08 | NA | NA | 84.04 | NA | NA | 5.40 | 74.13 | 39.72 | 60.82 | 210.78 | 47.85 | 32.64 | 123.85 | 38.82 |
| Draw Down(%) | NA | 0.00 | 45.16 | 45.16 | 90.00 | NA | NA | 90.00 | 0.00 | 0.00 | 0.00 | 45.16 | 16.67 | 32.14 | 86.11 | 18.75 | 22.00 | 56.00 | 42.37 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 20.86 | 9.54 | 7.16 | 14.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 112.31 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/10/2022, AR inception is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRWPQ (IFC Capital Trust VI PFD GTD TR SEC) |
-43.35%
Mar 2013 - Mar 2016 |
-24.61%
Nov 2015 - Nov 2020 |
-9.40%
Mar 2012 - Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRWPQ (IFC Capital Trust VI PFD GTD TR SEC) |
44.22%
Apr 2016 - Apr 2019 |
13.70%
Mar 2016 - Mar 2021 |
-5.93%
Aug 2012 - Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart