Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAUI | -2.30% | 18.48% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/06/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAUI | 06/06/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.72 | 18.48 | NA | NA | NA | NA | NA | … | … | -2.30 | 21.70 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.18 | 3.15 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 28.14 | 12.24 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 16.88 | 4.75 |
| Yield(%) | 0.00 | 13.77 | 4.61 | 2.76 | 1.38 | 0.92 | 0.69 | … | … | 5.32 | 7.78 |
Data as of 06/09/2026, Common starting date is 06/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAUI (IAUI) |
0.00%
NA |
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 |
|---|---|---|---|---|
| IAUI (IAUI) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart