Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDMAX (iM Dolan McEniry Corporate Bond Fund Advisor Shares) | NA | -11.71% | -2.76% | NA | NA | NA | NA | … | … |
Data as of 11/17/2022, Common starting date is 05/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDMAX (iM Dolan McEniry Corporate Bond Fund Advisor Shares) | 05/22/2019 | 11/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.71 | -2.76 | NA | NA | NA | NA | … | … | -11.70 | -2.75 | 2.92 | 3.41 |
| Sharpe Ratio | NA | -2.99 | -0.68 | NA | NA | NA | NA | … | … | -3.20 | -1.44 | 0.41 | 2.06 |
| Standard Deviation(%) | NA | 4.26 | 4.71 | NA | NA | NA | NA | … | … | 4.48 | 1.93 | 6.60 | 2.14 |
| Draw Down(%) | NA | 12.08 | 13.96 | NA | NA | NA | NA | … | … | 11.98 | 2.93 | 13.96 | 1.04 |
| Yield(%) | 0.00 | 0.83 | 1.35 | 1.08 | 0.54 | 0.36 | 0.27 | … | … | 0.28 | 1.19 | 2.13 | 1.62 |
Data as of 11/17/2022, Common starting date is 05/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDMAX (iM Dolan McEniry Corporate Bond Fund Advisor Shares) |
-2.83%
Oct 2019 – Oct 2022 |
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 |
|---|---|---|---|---|
| IDMAX (iM Dolan McEniry Corporate Bond Fund Advisor Shares) |
-0.41%
Jul 2019 – Jul 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart