Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POIVX (iMGP Oldfield International Value Fund Institutional Class) | NA | 13.15% | 3.18% | NA | NA | NA | NA | … | … |
Data as of 12/05/2024, Common starting date is 12/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POIVX (iMGP Oldfield International Value Fund Institutional Class) | 12/01/2020 | 12/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.15 | 3.18 | NA | NA | NA | NA | … | … | 6.14 | 19.04 | -15.03 | 12.17 | 6.00 |
| Sharpe Ratio | NA | 0.65 | -0.01 | NA | NA | NA | NA | … | … | -0.03 | 1.08 | -0.77 | 0.90 | 6.18 |
| Standard Deviation(%) | NA | 10.02 | 15.79 | NA | NA | NA | NA | … | … | 9.67 | 13.81 | 21.36 | 13.44 | 16.38 |
| Draw Down(%) | NA | 5.88 | 33.96 | NA | NA | NA | NA | … | … | 5.71 | 12.97 | 33.96 | 12.84 | 3.23 |
| Yield(%) | 0.00 | 58.58 | 19.36 | 13.50 | 6.75 | 4.50 | 3.37 | … | … | 53.72 | 4.14 | 1.16 | 2.11 | 0.00 |
Data as of 12/05/2024, Common starting date is 12/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POIVX (iMGP Oldfield International Value Fund Institutional Class) |
-0.69%
May 2021 – May 2024 |
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 |
|---|---|---|---|---|
| POIVX (iMGP Oldfield International Value Fund Institutional Class) |
4.24%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart