Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOL (Quadratic Interest Rate Volatility & Inflation Hedge ETF) | -5.94% | -5.47% | -3.60% | -5.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOL (Quadratic Interest Rate Volatility & Inflation Hedge ETF) | 05/15/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | -5.47 | -3.60 | -5.69 | NA | NA | NA | … | … | -5.94 | 11.97 | -11.07 | -5.18 | -12.70 | -0.31 | 14.58 | 3.02 |
| Sharpe Ratio | NA | -1.00 | -0.63 | -0.64 | NA | NA | NA | … | … | -2.39 | 0.86 | -1.68 | -0.47 | -0.92 | -0.06 | 1.15 | 0.54 |
| Standard Deviation(%) | NA | 7.07 | 10.59 | 12.83 | NA | NA | NA | … | … | 6.64 | 10.63 | 8.76 | 18.88 | 15.46 | 5.52 | 12.44 | 6.47 |
| Draw Down(%) | NA | 9.19 | 18.40 | 30.96 | NA | NA | NA | … | … | 5.91 | 5.04 | 13.71 | 16.01 | 17.67 | 5.90 | 8.02 | 3.23 |
| Yield(%) | 0.30 | 3.53 | 3.14 | 2.75 | 2.33 | 1.55 | 1.16 | … | … | 1.46 | 3.90 | 3.31 | 3.43 | 3.29 | 3.76 | 3.82 | 2.04 |
Data as of 06/04/2026, Common starting date is 05/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOL (Quadratic Interest Rate Volatility & Inflation Hedge ETF) |
-10.45%
Apr 2021 – Apr 2024 |
-5.63%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOL (Quadratic Interest Rate Volatility & Inflation Hedge ETF) |
3.66%
Jul 2019 – Jul 2022 |
-1.86%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart