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
ICNP (iCoreConnect Inc.) NA -94.33% NA NA NA NA NA
Data as of 09/26/2025, Common starting date is 10/23/2023
More Performance Analytics Comparison
Name Start Date End Date
ICNP (iCoreConnect Inc.) 10/23/2023 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) 0.00 -94.33 NA NA NA NA NA -93.66 7,557.14 133.33
Sharpe Ratio NA -0.26 NA NA NA NA NA -0.23 24.26 28.39
Standard Deviation(%) NA 368.78 NA NA NA NA NA 429.83 322.39 327.29
Draw Down(%) NA 97.50 NA NA NA NA NA 97.20 12.13 50.04
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 10/23/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ICNP (iCoreConnect Inc.) 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
ICNP (iCoreConnect Inc.) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return