Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGOIX (Rational Inflation Growth Fund Institutional Shares) | NA | -1,403,035.96% | nan% | 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 |
|---|---|---|
| IGOIX (Rational Inflation Growth Fund Institutional 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 (%) | -1,360,100.00 | -1,403,035.96 | nan | NA | NA | NA | NA | … | … | -1,275,869.25 | 7.43 | -1.10 | -1.25 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.24 | -0.12 | -0.23 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 13.61 | 21.27 | 14.81 |
| Draw Down(%) | NA | 1,109,997.29 | 1,109,997.29 | NA | NA | NA | NA | … | … | 1,109,997.29 | 11.51 | 24.38 | 12.08 |
| Yield(%) | 100.01 | 103.36 | 31.66 | 19.72 | 9.86 | 6.57 | 4.93 | … | … | 93.72 | 1.03 | 0.42 | 0.74 |
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 |
|---|---|---|---|---|
| IGOIX (Rational Inflation Growth Fund Institutional Shares) |
-1.18%
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 |
|---|---|---|---|---|
| IGOIX (Rational Inflation Growth Fund Institutional Shares) |
6.84%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart