Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMSNF | NA | 5.96% | NA | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/25/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMSNF | 09/25/2024 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.96 | NA | NA | NA | NA | NA | … | … | 3.30 | 2.57 |
| Sharpe Ratio | NA | 0.98 | NA | NA | NA | NA | NA | … | … | 0.55 | 1.98 |
| Standard Deviation(%) | NA | 2.97 | NA | NA | NA | NA | NA | … | … | 2.77 | 3.46 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.75 | 1.92 | 1.15 | 0.57 | 0.38 | 0.29 | … | … | 3.22 | 2.53 |
Data as of 09/26/2025, Common starting date is 09/25/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMSNF (IMSNF) |
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 |
|---|---|---|---|---|
| IMSNF (IMSNF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart