Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ITFS NA -2.78% 12.17% 9.24% 23.62% -28.68% NA
Data as of 06/08/2026, Common starting date is 01/25/2011
More Performance Analytics Comparison
Name Start Date End Date
ITFS 01/25/2011 06/08/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -2.78 12.17 9.24 23.62 -28.68 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 01/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ITFS (ITFS) -93.59%
Oct 2013 – Oct 2016
-82.24%
Oct 2011 – Oct 2016
-47.57%
Mar 2011 – Mar 2021
-29.02%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ITFS (ITFS) 125.35%
Oct 2016 – Oct 2019
86.89%
Nov 2016 – Nov 2021
4.03%
Oct 2015 – Oct 2025
-27.72%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return