Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDEQ | 12.22% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/25/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDEQ | 08/25/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.68 | NA | NA | NA | NA | NA | NA | … | … | 12.22 | 12.18 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 1.23 | 3.12 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 22.98 | 11.97 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 12.95 | 4.27 |
| Yield(%) | 0.00 | 0.67 | 0.22 | 0.13 | 0.07 | 0.04 | 0.03 | … | … | 0.00 | 0.67 |
Data as of 06/05/2026, Common starting date is 08/25/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEQ (IDEQ) |
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 |
|---|---|---|---|---|
| IDEQ (IDEQ) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart