Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMIUY (IMI plc) | 14.01% | 39.57% | 24.91% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMIUY (IMI plc) | 05/15/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | 39.57 | 24.91 | NA | NA | NA | NA | … | … | 14.01 | 48.33 | 8.65 | 6.12 |
| Sharpe Ratio | NA | 1.41 | 0.47 | NA | NA | NA | NA | … | … | 1.07 | 1.22 | 0.15 | 0.11 |
| Standard Deviation(%) | NA | 28.51 | 38.96 | NA | NA | NA | NA | … | … | 33.01 | 37.49 | 34.06 | 54.95 |
| Draw Down(%) | NA | 15.55 | 23.14 | NA | NA | NA | NA | … | … | 15.55 | 23.14 | 15.84 | 21.04 |
| Yield(%) | 0.00 | 1.67 | 2.01 | 1.21 | 0.60 | 0.40 | 0.30 | … | … | 0.92 | 1.87 | 1.79 | 0.55 |
Data as of 06/09/2026, Common starting date is 05/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIUY (IMI plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIUY (IMI plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart