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
IVIXF (Invion Limited) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 03/13/2023, Common starting date is 05/20/2013
More Performance Analytics Comparison
Name Start Date End Date
IVIXF (Invion Limited) 05/20/2013 03/13/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 0.00 143.90 -59.00 0.00 -15.08 1,381.26 -93.76 -73.33 9.09 0.00
Sharpe Ratio NA NA NA NA NA NA NA NA -0.01 0.49 -0.14 0.00 -0.12 7.26 -0.34 -0.15 1.44 0.00
Standard Deviation(%) NA NA NA NA NA NA NA NA 105.62 293.14 420.55 NA 139.05 192.29 277.35 476.56 6.29 NA
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 50.00 71.35 83.16 0.00 73.12 0.00 93.76 98.33 0.00 0.00
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
Data as of 03/13/2023, Common starting date is 05/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVIXF (Invion Limited) -73.71%
Jun 2013 – Jun 2016
-39.88%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVIXF (Invion Limited) 242.35%
Jun 2015 – Jun 2018
90.60%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return