Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IMDX NA 76.43% 6.81% -44.10% -24.80% NA NA
Data as of 06/05/2026, Common starting date is 12/30/2015
More Performance Analytics Comparison
Name Start Date End Date
IMDX 12/30/2015 06/05/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 76.43 6.81 -44.10 -24.80 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 12/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMDX (IMDX) -71.07%
Apr 2021 – Apr 2024
-50.76%
Apr 2019 – Apr 2024
-28.37%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMDX (IMDX) 35.20%
Mar 2018 – Mar 2021
10.03%
Jun 2016 – Jun 2021
-22.46%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return