Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFLN | 0.19% | 5.18% | 7.30% | 2.33% | 1.84% | 1.13% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/15/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFLN | 11/15/2007 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 5.18 | 7.30 | 2.33 | 1.84 | 1.13 | NA | … | … | 0.19 | 8.75 | 5.53 | 11.20 | -11.84 | -0.10 | 0.93 | 9.00 | -6.75 | 0.85 | 7.74 | -7.23 | -2.03 | -0.32 | 4.23 | 1.54 | 1.00 | 12.35 | -36.49 | -0.04 |
| Sharpe Ratio | NA | 0.70 | 0.80 | -0.02 | 0.03 | NA | NA | … | … | -0.40 | 1.14 | 0.45 | 1.19 | -1.30 | -0.04 | 0.05 | 2.19 | -2.23 | 0.06 | 1.17 | -1.31 | -0.45 | -0.06 | 0.92 | 0.17 | 0.09 | 0.52 | -0.95 | -0.23 |
| Standard Deviation(%) | NA | 3.95 | 5.01 | 6.43 | 6.99 | NA | NA | … | … | 4.86 | 5.16 | 4.21 | 6.41 | 10.21 | 3.49 | 14.90 | 3.44 | 3.67 | 3.18 | 6.45 | 5.57 | 4.57 | 5.82 | 4.57 | 8.83 | 10.00 | 23.74 | 39.14 | 11.14 |
| Draw Down(%) | NA | 4.08 | 4.08 | 16.78 | 22.08 | NA | NA | … | … | 4.08 | 3.96 | 2.21 | 3.91 | 15.71 | 2.85 | 22.08 | 1.80 | 8.09 | 2.00 | 4.59 | 10.18 | 7.08 | 7.11 | 3.33 | 8.13 | 9.49 | 27.37 | 47.70 | 3.70 |
| Yield(%) | 0.00 | 5.80 | 5.86 | 3.44 | 1.84 | 1.21 | 0.67 | … | … | 2.49 | 5.63 | 5.68 | 4.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/10/2026, Common starting date is 11/15/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFLN (IFLN) |
-10.34%
Dec 2007 – Dec 2010 |
-5.27%
Dec 2007 – Dec 2012 |
-2.83%
Dec 2007 – Dec 2017 |
-2.55%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFLN (IFLN) |
9.43%
Feb 2009 – Feb 2012 |
6.62%
Nov 2008 – Nov 2013 |
2.60%
Nov 2008 – Nov 2018 |
1.89%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart