Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDVLFX | NA | 21.96% | NA | NA | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 10/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDVLFX | 10/15/2020 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 21.96 | NA | NA | NA | NA | NA | … | … | 21.96 | 12.79 |
| Sharpe Ratio | NA | 1.14 | NA | NA | NA | NA | NA | … | … | 1.14 | 2.71 |
| Standard Deviation(%) | NA | 19.32 | NA | NA | NA | NA | NA | … | … | 19.32 | 28.48 |
| Draw Down(%) | NA | 12.04 | NA | NA | NA | NA | NA | … | … | 12.04 | 7.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 |
Data as of 12/31/2021, Common starting date is 10/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDVLFX (IDVLFX) |
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 |
|---|---|---|---|---|
| IDVLFX (IDVLFX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart