Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHLDY (Imperial Logistics Limited) | NA | 39.03% | 2.78% | -20.29% | -14.19% | NA | NA | … | … |
Data as of 03/28/2022, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHLDY (Imperial Logistics Limited) | 01/31/2008 | 03/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 39.03 | 2.78 | -20.29 | -14.19 | NA | NA | … | … | 9.39 | 75.70 | -39.08 | -11.02 | -78.18 | 61.86 | 72.05 | -52.20 | -17.62 | -19.81 | 59.17 | -17.52 | 52.91 | 98.68 | -43.19 |
| Sharpe Ratio | NA | 0.70 | 0.03 | -0.26 | -0.23 | NA | NA | … | … | 2.04 | 1.72 | -0.33 | -0.22 | -0.80 | 1.60 | 1.17 | -1.28 | -0.51 | -0.61 | 1.89 | -0.45 | 1.44 | 1.85 | -0.47 |
| Standard Deviation(%) | NA | 55.16 | 83.34 | 80.76 | 64.39 | NA | NA | … | … | 22.86 | 74.78 | 119.51 | 56.39 | 99.35 | 38.50 | 61.03 | 40.75 | 34.66 | 32.76 | 31.57 | 39.36 | 36.60 | 53.32 | 99.62 |
| Draw Down(%) | NA | 19.20 | 74.57 | 95.24 | 95.41 | NA | NA | … | … | 4.34 | 19.20 | 71.60 | 47.76 | 82.62 | 23.62 | 28.05 | 60.57 | 27.28 | 26.89 | 23.64 | 36.34 | 22.94 | 43.85 | 69.58 |
| Yield(%) | 0.00 | 0.00 | 2.00 | 2.61 | 2.64 | 4.60 | 3.45 | … | … | 0.00 | 2.34 | 2.84 | 3.54 | 5.62 | 3.73 | 7.23 | 4.35 | 3.98 | 3.52 | 5.42 | 3.72 | 3.90 | 3.87 | 2.91 |
Data as of 03/28/2022, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHLDY (Imperial Logistics Limited) |
-52.59%
Jan 2018 – Jan 2021 |
-38.43%
Mar 2015 – Mar 2020 |
-20.41%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHLDY (Imperial Logistics Limited) |
66.74%
Feb 2009 – Feb 2012 |
34.03%
Nov 2008 – Nov 2013 |
10.75%
Jul 2008 – Jul 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart