Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGGRF (IG Group Holdings plc) | NA | 35.13% | 28.84% | 17.23% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGGRF (IG Group Holdings plc) | 07/19/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.13 | 28.84 | 17.23 | NA | NA | NA | … | … | 30.18 | 42.23 | 15.49 | -15.47 | 10.02 | 33.01 | 30.04 | -15.18 | 3.27 |
| Sharpe Ratio | NA | 1.32 | 1.13 | 0.67 | NA | NA | NA | … | … | 1.40 | 1.67 | 0.57 | -0.58 | 1.60 | 2.02 | 1.69 | -0.75 | 1.60 |
| Standard Deviation(%) | NA | 24.35 | 22.47 | 22.39 | NA | NA | NA | … | … | 25.61 | 25.49 | 20.95 | 29.25 | 6.25 | 16.17 | 16.91 | 22.05 | 4.12 |
| Draw Down(%) | NA | 2.57 | 12.41 | 19.81 | NA | NA | NA | … | … | 2.57 | 3.97 | 12.41 | 19.81 | 0.00 | 0.00 | 0.00 | 19.42 | 0.00 |
| Yield(%) | 2.84 | 3.72 | 5.71 | 5.17 | 5.04 | 3.36 | 2.52 | … | … | 3.56 | 5.96 | 5.29 | 4.16 | 4.31 | 5.47 | 10.99 | 5.21 | 2.77 |
Data as of 09/26/2025, Common starting date is 07/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGGRF (IG Group Holdings plc) |
-1.11%
Nov 2020 – Nov 2023 |
6.15%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGGRF (IG Group Holdings plc) |
27.00%
Aug 2022 – Aug 2025 |
17.12%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart