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
IWGFF (IWG PLC) -21.47% -8.99% 9.36% -12.61% NA NA NA
Data as of 06/04/2026, Common starting date is 02/02/2017
More Performance Analytics Comparison
Name Start Date End Date
IWGFF (IWG PLC) 02/02/2017 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 2018 2017
Annualized Return (%) -2.78 -8.99 9.36 -12.61 NA NA NA -21.47 53.78 -16.26 24.75 -49.87 -17.54 -12.83 118.66 -20.63 5.37
Sharpe Ratio NA -0.06 0.22 -0.31 NA NA NA -0.93 1.25 -0.58 0.41 -0.92 -0.34 -0.10 3.93 -0.47 0.09
Standard Deviation(%) NA 41.42 41.71 46.96 NA NA NA 44.46 41.01 34.11 51.33 56.03 51.98 135.81 29.80 47.24 56.49
Draw Down(%) NA 33.72 33.72 75.74 NA NA NA 33.72 20.00 26.73 35.51 69.28 36.91 78.24 6.82 39.03 42.32
Yield(%) 0.00 0.17 0.61 0.14 0.89 0.59 0.44 0.00 0.66 0.92 0.00 0.00 0.00 0.86 2.69 1.82 2.13
Data as of 06/04/2026, Common starting date is 02/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IWGFF (IWG PLC) -34.12%
Sep 2019 – Sep 2022
-18.12%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IWGFF (IWG PLC) 29.03%
Sep 2022 – Sep 2025
1.87%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return