Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILLMF (illumin Holdings Inc.) | -22.67% | -55.38% | -30.12% | -43.65% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILLMF (illumin Holdings Inc.) | 02/03/2017 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | -55.38 | -30.12 | -43.65 | NA | NA | NA | … | … | -22.67 | -40.46 | 13.33 | -22.58 | -58.78 | -66.52 | 974.64 | 27.44 | -36.87 | -53.61 |
| Sharpe Ratio | NA | -1.18 | -0.60 | -0.75 | NA | NA | NA | … | … | -1.08 | -0.75 | 0.15 | -0.38 | -0.80 | -0.73 | 10.04 | 0.44 | -0.60 | -0.70 |
| Standard Deviation(%) | NA | 52.38 | 58.66 | 64.35 | NA | NA | NA | … | … | 49.80 | 58.42 | 45.29 | 71.35 | 75.41 | 90.99 | 96.04 | 59.57 | 63.86 | 82.78 |
| Draw Down(%) | NA | 67.65 | 75.56 | 95.41 | NA | NA | NA | … | … | 31.25 | 69.78 | 31.54 | 45.70 | 62.60 | 88.05 | 61.59 | 40.91 | 63.96 | 72.13 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILLMF (illumin Holdings Inc.) |
-61.87%
Feb 2021 – Feb 2024 |
-50.05%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILLMF (illumin Holdings Inc.) |
170.47%
Feb 2018 – Feb 2021 |
23.99%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart