Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMDZF (IMCD N.V) | NA | -22.32% | 6.39% | 2.54% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMDZF (IMCD N.V) | 09/23/2016 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.32 | 6.39 | 2.54 | NA | NA | NA | … | … | -12.37 | -8.75 | 12.55 | -28.14 | 71.37 | 40.71 | 70.00 | 0.00 |
| Sharpe Ratio | NA | -1.12 | -0.08 | 0.09 | NA | NA | NA | … | … | -0.79 | -0.40 | 0.19 | -0.16 | 0.09 | 0.22 | 0.09 | NA |
| Standard Deviation(%) | NA | 22.58 | 37.41 | 61.78 | NA | NA | NA | … | … | 24.66 | 30.57 | 43.53 | 185.39 | 742.92 | 189.76 | 235.39 | 0.00 |
| Draw Down(%) | NA | 30.00 | 32.66 | 49.50 | NA | NA | NA | … | … | 21.03 | 23.03 | 27.80 | 46.29 | 5.97 | 18.64 | 21.18 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.41 | 0.80 | 1.11 | 0.74 | 0.56 | … | … | 0.00 | 1.33 | 1.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMDZF (IMCD N.V) |
-11.47%
Dec 2021 – Dec 2024 |
23.62%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMDZF (IMCD N.V) |
48.51%
Aug 2020 – Aug 2023 |
23.62%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart