Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMCDY (IMCD N.V) | 14.25% | -22.85% | -12.02% | 3.93% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMCDY (IMCD N.V) | 07/31/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | -22.85 | -12.02 | 3.93 | NA | NA | NA | … | … | 14.25 | -37.97 | -14.26 | 25.35 | -36.81 | 151.89 | 0.86 | 0.00 |
| Sharpe Ratio | NA | -0.66 | -0.47 | 0.03 | NA | NA | NA | … | … | 0.77 | -1.18 | -0.67 | 0.73 | -0.61 | 1.87 | 0.71 | 0.00 |
| Standard Deviation(%) | NA | 38.77 | 32.81 | 52.88 | NA | NA | NA | … | … | 44.31 | 34.67 | 26.85 | 29.89 | 63.00 | 81.24 | 0.85 | NA |
| Draw Down(%) | NA | 42.32 | 54.27 | 62.61 | NA | NA | NA | … | … | 29.23 | 45.86 | 22.34 | 31.72 | 51.95 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.59 | 1.48 | 2.14 | 1.15 | 0.77 | 0.58 | … | … | 2.32 | 1.67 | 1.43 | 1.82 | 0.00 | 0.00 | 0.85 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCDY (IMCD N.V) |
-15.23%
Mar 2022 – Mar 2025 |
1.01%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCDY (IMCD N.V) |
26.17%
Mar 2021 – Mar 2024 |
15.12%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart