Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IOTR 26.64% -18.68% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 04/10/2025
More Performance Analytics Comparison
Name Start Date End Date
IOTR 04/10/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -16.94 -18.68 NA NA NA NA NA 26.64 -92.14
Sharpe Ratio NA -0.16 NA NA NA NA NA 0.53 -0.56
Standard Deviation(%) NA 141.30 NA NA NA NA NA 186.73 177.50
Draw Down(%) NA 70.73 NA NA NA NA NA 70.73 94.26
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 04/10/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IOTR (IOTR) 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
IOTR (IOTR) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return