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
IAAOJX NA 23.72% NA NA NA NA NA
Data as of 12/17/2021, Common starting date is 02/13/2020
More Performance Analytics Comparison
Name Start Date End Date
IAAOJX 02/13/2020 12/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.11 23.72 NA NA NA NA NA 24.15 -14.39
Sharpe Ratio NA 1.47 NA NA NA NA NA 1.56 -0.34
Standard Deviation(%) NA 16.10 NA NA NA NA NA 16.06 47.83
Draw Down(%) NA 11.52 NA NA NA NA NA 11.52 42.13
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/17/2021, Common starting date is 02/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IAAOJX (IAAOJX) 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
IAAOJX (IAAOJX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return