Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAADX | NA | 7.39% | 12.29% | 3.34% | NA | NA | NA | … | … |
Data as of 09/30/2025, Common starting date is 01/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAADX | 01/02/2019 | 09/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 7.39 | 12.29 | 3.34 | NA | NA | NA | … | … | 10.38 | 4.81 | 13.20 | -13.88 | -3.90 | 6.54 | 13.59 |
| Sharpe Ratio | NA | 0.96 | 1.69 | 0.20 | NA | NA | NA | … | … | 2.35 | 0.28 | 1.70 | -1.83 | -0.92 | 0.50 | 2.63 |
| Standard Deviation(%) | NA | 4.52 | 5.23 | 5.72 | NA | NA | NA | … | … | 4.78 | 4.21 | 5.67 | 8.39 | 4.28 | 12.63 | 4.62 |
| Draw Down(%) | NA | 5.08 | 6.31 | 25.71 | NA | NA | NA | … | … | 5.08 | 3.02 | 6.31 | 22.34 | 5.96 | 23.70 | 3.81 |
| Yield(%) | 1.05 | 6.15 | 6.63 | 4.54 | 2.97 | 1.98 | 1.49 | … | … | 4.07 | 6.99 | 5.59 | 3.16 | 3.81 | 1.69 | 5.30 |
Data as of 09/30/2025, Common starting date is 01/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAADX (IAADX) |
-5.81%
Oct 2019 – Oct 2022 |
0.84%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAADX (IAADX) |
9.33%
Jun 2022 – Jun 2025 |
5.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart