Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZM (ICZOOM Group Inc. Class A Ordinary Shares) | -82.28% | -81.48% | -52.88% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 03/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IZM (ICZOOM Group Inc. Class A Ordinary Shares) | 03/15/2023 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.38 | -81.48 | -52.88 | NA | NA | NA | NA | … | … | -82.28 | 14.20 | -82.45 | 215.11 |
| Sharpe Ratio | NA | -0.55 | -0.33 | NA | NA | NA | NA | … | … | -0.51 | 0.14 | -0.38 | 2.62 |
| Standard Deviation(%) | NA | 152.32 | 170.15 | NA | NA | NA | NA | … | … | 196.89 | 84.37 | 235.55 | 122.44 |
| Draw Down(%) | NA | 87.50 | 99.33 | NA | NA | NA | NA | … | … | 86.92 | 66.91 | 96.41 | 52.29 |
| Yield(%) | 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 06/12/2026, Common starting date is 03/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZM (ICZOOM Group Inc. Class A Ordinary Shares) |
-54.06%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZM (ICZOOM Group Inc. Class A Ordinary Shares) |
-50.68%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart