Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INGEF (Ingenia Communities Group) | NA | 15.50% | 19.91% | 4.71% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INGEF (Ingenia Communities Group) | 02/21/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.62 | 15.50 | 19.91 | 4.71 | NA | NA | NA | … | … | 76.20 | -26.83 | 10.31 | -31.00 | 27.90 | -5.25 |
| Sharpe Ratio | NA | 0.14 | 0.06 | 0.04 | NA | NA | NA | … | … | 1.25 | -0.46 | 0.11 | -0.45 | 0.48 | -0.10 |
| Standard Deviation(%) | NA | 91.83 | 73.39 | 67.04 | NA | NA | NA | … | … | 90.47 | 65.60 | 61.75 | 71.91 | 57.63 | 60.57 |
| Draw Down(%) | NA | 45.71 | 45.71 | 60.04 | NA | NA | NA | … | … | 26.32 | 45.71 | 37.83 | 46.23 | 31.59 | 37.11 |
| Yield(%) | 0.00 | 3.00 | 3.62 | 2.23 | 1.24 | 0.82 | 0.62 | … | … | 4.58 | 2.57 | 2.70 | 0.91 | 2.39 | 1.94 |
Data as of 09/26/2025, Common starting date is 02/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INGEF (Ingenia Communities Group) |
-17.72%
Dec 2021 – Dec 2024 |
3.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INGEF (Ingenia Communities Group) |
11.15%
Jun 2022 – Jun 2025 |
15.32%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart