Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COIDX (IDX Commodity Opportunities Fund – Institutional Class) | 2.97% | 17.84% | 4.97% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COIDX (IDX Commodity Opportunities Fund – Institutional Class) | 11/01/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.10 | 17.84 | 4.97 | NA | NA | NA | NA | … | … | 2.97 | 19.35 | -5.41 | -0.31 | -0.60 |
| Sharpe Ratio | NA | 1.05 | 0.16 | NA | NA | NA | NA | … | … | 0.37 | 1.28 | -0.82 | -0.49 | -2.69 |
| Standard Deviation(%) | NA | 16.86 | 13.33 | NA | NA | NA | NA | … | … | 21.37 | 12.89 | 11.05 | 8.10 | 2.48 |
| Draw Down(%) | NA | 11.23 | 13.29 | NA | NA | NA | NA | … | … | 11.23 | 7.09 | 13.29 | 6.82 | 1.10 |
| Yield(%) | 0.00 | 8.08 | 4.19 | 2.54 | 1.27 | 0.85 | 0.64 | … | … | 0.00 | 8.37 | 3.45 | 1.77 | 0.20 |
Data as of 06/09/2026, Common starting date is 11/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COIDX (IDX Commodity Opportunities Fund – Institutional Class) |
4.02%
Dec 2022 – Dec 2025 |
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 |
|---|---|---|---|---|
| COIDX (IDX Commodity Opportunities Fund – Institutional Class) |
8.09%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart