Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGOCX (Rational Inflation Growth Fund Class C Shares) | NA | 1.82% | -2.89% | 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 |
|---|---|---|
| IGOCX (Rational Inflation Growth Fund Class C 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 (%) | 0.11 | 1.82 | -2.89 | NA | NA | NA | NA | … | … | -7.33 | 6.25 | -2.09 | -1.60 |
| Sharpe Ratio | NA | -0.22 | -0.34 | NA | NA | NA | NA | … | … | -0.64 | 0.15 | -0.16 | -0.29 |
| Standard Deviation(%) | NA | 22.99 | 19.87 | NA | NA | NA | NA | … | … | 24.21 | 13.58 | 21.27 | 14.73 |
| Draw Down(%) | NA | 18.78 | 24.66 | NA | NA | NA | NA | … | … | 18.78 | 11.75 | 24.66 | 12.20 |
| Yield(%) | 0.00 | 0.75 | 0.53 | 0.33 | 0.16 | 0.11 | 0.08 | … | … | 0.68 | 0.27 | 0.00 | 0.70 |
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 |
|---|---|---|---|---|
| IGOCX (Rational Inflation Growth Fund Class C Shares) |
-2.36%
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 |
|---|---|---|---|---|
| IGOCX (Rational Inflation Growth Fund Class C Shares) |
5.63%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart