Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGOAX (Rational Inflation Growth Fund Class A Shares) | NA | 2.81% | -2.02% | NA | NA | NA | NA | … | … |
Data as of 11/11/2024, Common starting date is 08/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGOAX (Rational Inflation Growth Fund Class A Shares) | 08/18/2021 | 11/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.81 | -2.02 | NA | NA | NA | NA | … | … | -6.52 | 7.20 | -1.29 | -1.39 |
| Sharpe Ratio | NA | -0.18 | -0.30 | NA | NA | NA | NA | … | … | -0.61 | 0.22 | -0.13 | -0.25 |
| Standard Deviation(%) | NA | 22.60 | 19.72 | NA | NA | NA | NA | … | … | 23.80 | 13.60 | 21.24 | 14.72 |
| Draw Down(%) | NA | 18.44 | 24.42 | NA | NA | NA | NA | … | … | 18.44 | 11.58 | 24.42 | 12.17 |
| Yield(%) | 0.00 | 1.16 | 0.88 | 0.55 | 0.27 | 0.18 | 0.14 | … | … | 1.05 | 0.81 | 0.17 | 0.71 |
Data as of 11/11/2024, Common starting date is 08/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGOAX (Rational Inflation Growth Fund Class A Shares) |
-1.45%
Oct 2021 – Oct 2024 |
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 |
|---|---|---|---|---|
| IGOAX (Rational Inflation Growth Fund Class A Shares) |
6.47%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart