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
IPDQF (ImpediMed Limited) -50.00% -66.67% -55.04% -35.56% -35.56% NA NA
Data as of 06/12/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
Name Start Date End Date
IPDQF (ImpediMed Limited) 09/26/2012 06/12/2026
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
Annualized Return (%) 0.00 -66.67 -55.04 -35.56 -35.56 NA NA -50.00 -33.33 -62.50 33.33 -53.85 58.23 -32.26 -5.67 -84.35 14.29 -20.45 27.54 157.68 266.67 -89.44
Sharpe Ratio NA -0.22 -0.22 -0.17 -0.22 NA NA -0.34 -0.11 -0.26 0.22 -0.44 0.47 -0.25 -0.08 -0.97 0.21 -0.33 0.52 2.11 2.87 -0.30
Standard Deviation(%) NA 312.13 266.51 222.57 171.24 NA NA 246.42 339.11 262.00 133.34 125.23 123.63 128.44 86.83 88.68 64.10 61.94 52.64 74.69 92.99 335.76
Draw Down(%) NA 80.00 93.33 95.45 99.28 NA NA 66.67 80.00 72.73 53.33 71.43 49.51 81.46 61.15 85.27 41.74 49.26 27.61 38.18 1.79 89.44
Yield(%) 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 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/12/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPDQF (ImpediMed Limited) -65.18%
Apr 2017 – Apr 2020
-49.41%
Apr 2015 – Apr 2020
-35.19%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPDQF (ImpediMed Limited) 155.07%
Aug 2013 – Aug 2016
62.27%
Dec 2012 – Dec 2017
7.46%
Jul 2013 – Jul 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return