Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMMIFX | NA | 7.14% | NA | NA | NA | NA | NA | … | … |
Data as of 11/19/2021, Common starting date is 08/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMMIFX | 08/27/2020 | 11/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | 7.14 | NA | NA | NA | NA | NA | … | … | 4.44 | 2.57 |
| Sharpe Ratio | NA | 1.24 | NA | NA | NA | NA | NA | … | … | 0.84 | 1.34 |
| Standard Deviation(%) | NA | 5.72 | NA | NA | NA | NA | NA | … | … | 5.93 | 5.66 |
| Draw Down(%) | NA | 5.37 | NA | NA | NA | NA | NA | … | … | 5.37 | 2.37 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 |
Data as of 11/19/2021, Common starting date is 08/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMMIFX (IMMIFX) |
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 |
|---|---|---|---|---|
| IMMIFX (IMMIFX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart