Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRMTF (Information Services Corporation) | NA | 22.77% | 16.06% | 17.65% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRMTF (Information Services Corporation) | 03/23/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.58 | 22.77 | 16.06 | 17.65 | NA | NA | NA | … | … | 41.90 | 14.94 | 4.85 | -22.58 | 65.44 | 23.33 | 6.35 | -7.98 | 4.14 | 38.57 |
| Sharpe Ratio | NA | 0.76 | 0.44 | 0.60 | NA | NA | NA | … | … | 2.03 | 0.38 | 0.04 | -0.59 | 1.71 | 0.82 | 1.57 | -0.71 | 0.31 | 2.59 |
| Standard Deviation(%) | NA | 26.01 | 28.83 | 34.46 | NA | NA | NA | … | … | 28.56 | 30.02 | 28.98 | 40.68 | 38.14 | 27.91 | 3.11 | 13.22 | 11.22 | 20.03 |
| Draw Down(%) | NA | 20.56 | 26.71 | 35.07 | NA | NA | NA | … | … | 12.65 | 14.94 | 26.71 | 28.62 | 10.78 | 17.68 | 0.06 | 14.28 | 5.92 | 3.19 |
| Yield(%) | 0.00 | 2.33 | 3.66 | 4.98 | 6.48 | 4.32 | 3.24 | … | … | 0.91 | 3.08 | 4.10 | 4.90 | 4.55 | 6.69 | 6.26 | 5.52 | 5.69 | 7.41 |
Data as of 09/26/2025, Common starting date is 03/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRMTF (Information Services Corporation) |
-4.77%
Mar 2022 – Mar 2025 |
7.99%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRMTF (Information Services Corporation) |
30.85%
Jul 2018 – Jul 2021 |
22.86%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart