Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFCND | NA | 20.19% | 20.00% | 11.56% | 12.97% | 16.53% | NA | … | … |
Data as of 07/28/2025, Common starting date is 10/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFCND | 10/27/2008 | 07/28/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 20.19 | 20.00 | 11.56 | 12.97 | 16.53 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 07/28/2025, Common starting date is 10/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFCND (IFCND) |
-2.92%
Jul 2013 – Jul 2016 |
1.35%
Jan 2014 – Jan 2019 |
8.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFCND (IFCND) |
63.81%
Mar 2012 – Mar 2015 |
40.07%
Mar 2012 – Mar 2017 |
26.15%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart