Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMPCX (Variant Impact Fund) | 3.15% | 7.22% | 8.10% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMPCX (Variant Impact Fund) | 10/29/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 7.22 | 8.10 | NA | NA | NA | NA | … | … | 3.15 | 5.72 | 6.56 | 12.96 | 12.66 | 1.23 |
| Sharpe Ratio | NA | 6.09 | 3.69 | NA | NA | NA | NA | … | … | 9.30 | 3.08 | 2.61 | 5.19 | 4.70 | 17.11 |
| Standard Deviation(%) | NA | 0.76 | 1.32 | NA | NA | NA | NA | … | … | 0.53 | 0.93 | 1.12 | 1.81 | 2.39 | 0.44 |
| Draw Down(%) | NA | 0.07 | 0.71 | NA | NA | NA | NA | … | … | 0.07 | 0.33 | 0.71 | 0.22 | 0.28 | 0.00 |
| Yield(%) | 0.00 | 9.29 | 8.57 | 7.36 | 3.68 | 2.45 | 1.84 | … | … | 3.37 | 7.99 | 8.19 | 7.31 | 6.19 | 1.26 |
Data as of 06/09/2026, Common starting date is 10/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMPCX (Variant Impact Fund) |
8.16%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| IMPCX (Variant Impact Fund) |
10.75%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart