Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IQUMCX | NA | -0.21% | 2.97% | NA | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 12/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IQUMCX | 12/19/2018 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | -0.21 | 2.97 | NA | NA | NA | NA | … | … | -0.21 | 2.71 | 6.52 | 0.49 |
| Sharpe Ratio | NA | -0.12 | 0.37 | NA | NA | NA | NA | … | … | -0.12 | 0.23 | 1.72 | 6.76 |
| Standard Deviation(%) | NA | 1.94 | 6.47 | NA | NA | NA | NA | … | … | 1.94 | 10.53 | 2.99 | 2.67 |
| Draw Down(%) | NA | 2.65 | 13.98 | NA | NA | NA | NA | … | … | 2.65 | 13.98 | 2.35 | 0.02 |
| Yield(%) | 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 12/31/2021, Common starting date is 12/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQUMCX (IQUMCX) |
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 |
|---|---|---|---|---|
| IQUMCX (IQUMCX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart