Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPHLF (IPH Limited) | NA | 11.73% | -6.20% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPHLF (IPH Limited) | 07/29/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.73 | -6.20 | NA | NA | NA | NA | … | … | 11.73 | -7.00 | -19.99 | -0.94 | 17.92 |
| Sharpe Ratio | NA | 1.56 | -0.56 | NA | NA | NA | NA | … | … | 2.06 | -0.83 | -0.90 | -0.59 | 2.55 |
| Standard Deviation(%) | NA | 5.55 | 17.29 | NA | NA | NA | NA | … | … | 6.46 | 12.87 | 26.51 | 4.00 | 18.38 |
| Draw Down(%) | NA | 0.00 | 28.95 | NA | NA | NA | NA | … | … | 0.00 | 11.60 | 23.08 | 3.91 | 0.00 |
| Yield(%) | 0.00 | 10.94 | 4.83 | 4.29 | 2.15 | 1.43 | 1.07 | … | … | 10.94 | 4.78 | 3.49 | 3.02 | 1.71 |
Data as of 09/26/2025, Common starting date is 07/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPHLF (IPH Limited) |
-9.67%
Nov 2021 – Nov 2024 |
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 |
|---|---|---|---|---|
| IPHLF (IPH Limited) |
-5.11%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart