Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVNX (Evolutionary Tree Innovators Fund) | -13.91% | -14.70% | 8.31% | -3.67% | NA | NA | NA | … | … |
Data as of 05/15/2026, Common starting date is 09/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVNX (Evolutionary Tree Innovators Fund) | 09/14/2020 | 05/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | -14.70 | 8.31 | -3.67 | NA | NA | NA | … | … | -13.91 | 3.92 | 22.51 | 39.13 | -47.24 | -9.85 | 36.84 |
| Sharpe Ratio | NA | -1.02 | 0.24 | -0.22 | NA | NA | NA | … | … | -1.99 | 0.04 | 0.96 | 1.71 | -1.06 | -0.31 | 6.10 |
| Standard Deviation(%) | NA | 17.02 | 20.87 | 28.63 | NA | NA | NA | … | … | 17.92 | 24.22 | 19.73 | 20.95 | 45.96 | 32.06 | 29.99 |
| Draw Down(%) | NA | 24.75 | 24.75 | 60.98 | NA | NA | NA | … | … | 21.12 | 23.10 | 13.18 | 15.15 | 51.25 | 27.42 | 9.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.62 | 0.36 | 0.24 | 0.18 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.72 | 0.00 |
Data as of 05/15/2026, Common starting date is 09/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVNX (Evolutionary Tree Innovators Fund) |
-13.04%
Jul 2021 – Jul 2024 |
-6.36%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVNX (Evolutionary Tree Innovators Fund) |
22.71%
Jun 2022 – Jun 2025 |
2.07%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart