Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYRI | 7.08% | 9.71% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/15/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYRI | 01/15/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.87 | 9.71 | NA | NA | NA | NA | NA | … | … | 7.08 | 7.95 |
| Sharpe Ratio | NA | 0.75 | NA | NA | NA | NA | NA | … | … | 1.15 | 0.39 |
| Standard Deviation(%) | NA | 10.42 | NA | NA | NA | NA | NA | … | … | 10.77 | 14.02 |
| Draw Down(%) | NA | 7.53 | NA | NA | NA | NA | NA | … | … | 7.53 | 12.12 |
| Yield(%) | 0.00 | 10.78 | 5.25 | 3.15 | 1.57 | 1.05 | 0.79 | … | … | 4.61 | 11.30 |
Data as of 06/10/2026, Common starting date is 01/15/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYRI (IYRI) |
0.00%
NA |
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 |
|---|---|---|---|---|
| IYRI (IYRI) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart