Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IROC | 2.85% | 7.30% | 5.19% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IROC | 12/12/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 7.30 | 5.19 | NA | NA | NA | NA | … | … | 2.85 | 4.14 | 4.69 | 6.35 | -0.72 |
| Sharpe Ratio | NA | 1.50 | 0.57 | NA | NA | NA | NA | … | … | 1.21 | 0.35 | 0.36 | 0.69 | -8.53 |
| Standard Deviation(%) | NA | 3.04 | 3.50 | NA | NA | NA | NA | … | … | 3.53 | 3.55 | 2.95 | 3.92 | 1.90 |
| Draw Down(%) | NA | 2.64 | 4.79 | NA | NA | NA | NA | … | … | 2.64 | 3.53 | 1.46 | 4.79 | 0.94 |
| Yield(%) | 0.00 | 5.20 | 4.51 | 3.05 | 1.52 | 1.02 | 0.76 | … | … | 2.14 | 4.75 | 4.10 | 4.10 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IROC (IROC) |
4.37%
Jan 2023 – Jan 2026 |
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 |
|---|---|---|---|---|
| IROC (IROC) |
5.64%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart