Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPEU (IPE Universal Inc) | NA | 51.90% | 44.22% | 28.69% | -14.78% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPEU (IPE Universal Inc) | 05/24/2013 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.90 | 44.22 | 28.69 | -14.78 | NA | NA | … | … | 51.90 | 97.50 | 32.45 | -24.50 | 0.00 | -38.84 | -83.65 | 100.00 | 0.00 | -54.55 | -26.67 | -3.23 | -76.15 |
| Sharpe Ratio | NA | 0.79 | 0.35 | 0.17 | -0.09 | NA | NA | … | … | 1.02 | 1.07 | 0.17 | -0.33 | 0.00 | -0.13 | -0.27 | 0.47 | 0.00 | -0.84 | -0.38 | -0.02 | -0.33 |
| Standard Deviation(%) | NA | 62.09 | 115.06 | 158.59 | 178.20 | NA | NA | … | … | 72.40 | 86.30 | 166.93 | 77.82 | 139.49 | 299.92 | 311.05 | 212.13 | 130.25 | 65.20 | 69.50 | 135.86 | 271.97 |
| Draw Down(%) | NA | 23.29 | 62.50 | 87.00 | 99.02 | NA | NA | … | … | 23.29 | 40.00 | 61.73 | 40.30 | 63.33 | 89.60 | 96.59 | 75.00 | 66.67 | 66.67 | 51.00 | 47.06 | 85.38 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPEU (IPE Universal Inc) |
-68.08%
Nov 2017 – Nov 2020 |
-56.48%
Nov 2015 – Nov 2020 |
-40.05%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPEU (IPE Universal Inc) |
72.43%
Nov 2020 – Nov 2023 |
37.97%
Jun 2019 – Jun 2024 |
-14.78%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart