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
IEPDVX NA 34.06% NA NA NA NA NA
Data as of 11/03/2021, Common starting date is 11/05/2019
More Performance Analytics Comparison
Name Start Date End Date
IEPDVX 11/05/2019 11/03/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 2.17 34.06 NA NA NA NA NA 19.16 4.12 4.62
Sharpe Ratio NA 2.64 NA NA NA NA NA 1.84 0.12 3.19
Standard Deviation(%) NA 12.88 NA NA NA NA NA 12.61 31.23 10.97
Draw Down(%) NA 7.28 NA NA NA NA NA 7.28 34.88 1.94
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/03/2021, Common starting date is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IEPDVX (IEPDVX) 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
IEPDVX (IEPDVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return