Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IVDN (Innovative Designs) NA -91.67% -61.48% -43.59% -34.42% -17.37% -12.36%
Data as of 12/06/2024, Common starting date is 02/25/2004
More Performance Analytics Comparison
Name Start Date End Date
IVDN (Innovative Designs) 02/25/2004 12/06/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 -91.67 -61.48 -43.59 -34.42 -17.37 -12.36 -90.48 -19.23 -31.58 -7.69 -13.33 57.89 -69.84 80.00 -59.77 -37.41 479.17 -31.43 288.89 -64.00 -16.67 0.00 -53.13 72.97 -17.78 -35.71 -36.36
Sharpe Ratio NA -0.38 -0.36 -0.24 -0.20 NA NA -0.37 -0.18 -0.25 -0.05 -0.09 0.13 -0.60 0.36 -0.68 -0.78 3.95 -0.34 1.22 -0.37 -0.19 -0.07 -0.42 0.33 -0.27 -0.19 -0.24
Standard Deviation(%) NA 259.92 183.71 189.08 179.24 NA NA 265.34 130.67 134.47 211.32 155.17 258.35 152.87 167.49 137.74 71.63 116.65 148.01 225.61 223.93 185.12 257.44 171.13 155.99 146.97 292.22 267.13
Draw Down(%) NA 95.83 97.50 98.33 99.46 NA NA 95.24 62.50 65.79 64.29 68.75 78.95 81.33 56.82 82.98 60.22 55.45 71.43 64.91 73.33 50.00 76.09 64.06 62.00 64.44 81.43 87.22
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/06/2024, Common starting date is 02/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVDN (Innovative Designs) -62.52%
Nov 2021 – Nov 2024
-44.28%
Jun 2014 – Jun 2019
-34.75%
Nov 2014 – Nov 2024
-16.42%
Apr 2004 – Apr 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVDN (Innovative Designs) 157.13%
Sep 2011 – Sep 2014
54.16%
Aug 2009 – Aug 2014
22.92%
Mar 2005 – Mar 2015
3.02%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return