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
IVFH (Innovative Food Hldg) -37.21% -82.00% -9.97% -8.46% -5.98% NA NA
Data as of 06/05/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
Name Start Date End Date
IVFH (Innovative Food Hldg) 09/26/2012 06/05/2026
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 2013 2012
Annualized Return (%) -6.90 -82.00 -9.97 -8.46 -5.98 NA NA -37.21 -76.40 139.19 252.38 -36.36 13.79 -34.09 -23.48 -51.68 164.44 -29.17 -52.94 8.00 277.64 -27.73
Sharpe Ratio NA -1.05 -0.20 -0.10 -0.10 NA NA -0.83 -1.16 2.09 3.05 -0.32 0.13 -0.30 -0.42 -0.80 2.65 -0.32 -0.59 0.09 1.55 -0.39
Standard Deviation(%) NA 78.14 72.04 86.16 84.82 NA NA 81.48 68.64 64.13 82.59 119.16 104.29 115.80 59.63 66.14 62.14 93.11 89.21 86.86 178.97 185.01
Draw Down(%) NA 82.24 88.51 88.51 88.51 NA NA 46.00 86.81 20.24 26.67 58.54 62.42 67.31 26.67 63.41 21.11 41.51 73.16 35.56 53.23 47.60
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
Data as of 06/05/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVFH (Innovative Food Hldg) -37.69%
Nov 2017 – Nov 2020
-29.31%
Dec 2017 – Dec 2022
-9.84%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVFH (Innovative Food Hldg) 92.39%
Feb 2022 – Feb 2025
39.30%
Mar 2020 – Mar 2025
6.21%
Feb 2013 – Feb 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return