Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFMDF | NA | 4.96% | 6.71% | 7.79% | 4.72% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFMDF | 01/28/2015 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.96 | 6.71 | 7.79 | 4.72 | NA | NA | … | … | 4.96 | 7.80 | 7.41 | 10.60 | 8.29 | 3.92 | 0.00 | 0.00 | 0.00 | 4.82 | -19.55 |
| Sharpe Ratio | NA | 0.56 | 0.70 | 1.03 | 0.77 | NA | NA | … | … | 0.95 | 0.79 | 0.74 | 1.29 | 1.47 | 0.95 | 0.00 | 0.00 | 0.00 | 1.35 | -0.45 |
| Standard Deviation(%) | NA | 3.43 | 4.68 | 5.44 | 4.18 | NA | NA | … | … | 3.99 | 5.30 | 5.09 | 7.14 | 5.62 | 3.84 | NA | NA | NA | 3.42 | 46.11 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 33.72 |
| Yield(%) | 0.00 | 4.95 | 4.87 | 5.19 | 3.30 | 1.92 | 1.44 | … | … | 4.95 | 4.95 | 4.72 | 6.32 | 5.02 | 2.42 | 0.00 | 0.00 | 0.00 | 4.65 | 3.00 |
Data as of 09/26/2025, Common starting date is 01/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFMDF (IFMDF) |
-11.43%
Aug 2015 – Aug 2018 |
-6.97%
Mar 2015 – Mar 2020 |
0.29%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFMDF (IFMDF) |
10.19%
Feb 2021 – Feb 2024 |
8.12%
Feb 2020 – Feb 2025 |
2.22%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart