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
IDTCF 1.75% 4.05% NA NA NA NA NA
Data as of 06/08/2026, Common starting date is 03/14/2024
More Performance Analytics Comparison
Name Start Date End Date
IDTCF 03/14/2024 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.00 4.05 NA NA NA NA NA 1.75 4.97 4.23
Sharpe Ratio NA 0.41 NA NA NA NA NA 0.94 0.56 0.43
Standard Deviation(%) NA 3.42 NA NA NA NA NA 1.74 3.73 4.17
Draw Down(%) NA 1.56 NA NA NA NA NA 0.39 1.56 1.75
Yield(%) 0.00 4.72 3.74 2.25 1.12 0.75 0.56 1.15 4.88 5.18
Data as of 06/08/2026, Common starting date is 03/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IDTCF (IDTCF) 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
IDTCF (IDTCF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return