Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITJTQ | NA | 47.87% | -30.66% | -21.48% | NA | NA | NA | … | … |
Data as of 07/31/2025, Common starting date is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITJTQ | 11/06/2017 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -21.96 | 47.87 | -30.66 | -21.48 | NA | NA | NA | … | … | 122.64 | -59.23 | -35.23 | -51.01 | 1.12 | -7.56 | 32.49 | -38.58 | 2.76 |
| Sharpe Ratio | NA | 0.37 | -0.32 | -0.23 | NA | NA | NA | … | … | 3.28 | -0.44 | -0.48 | -0.60 | 0.02 | -0.04 | 0.75 | -0.96 | 0.47 |
| Standard Deviation(%) | NA | 100.94 | 107.32 | 98.73 | NA | NA | NA | … | … | 91.09 | 141.38 | 81.86 | 87.29 | 57.42 | 173.78 | 43.70 | 41.84 | 41.36 |
| Draw Down(%) | NA | 54.18 | 92.99 | 95.69 | NA | NA | NA | … | … | 21.96 | 82.14 | 60.91 | 63.67 | 35.47 | 67.85 | 24.82 | 44.76 | 7.53 |
| Yield(%) | 0.00 | 0.00 | 1.97 | 3.13 | 1.42 | 0.95 | 0.71 | … | … | 0.00 | 0.00 | 10.35 | 5.13 | 5.36 | 0.00 | 4.58 | 0.00 | 0.00 |
Data as of 07/31/2025, Common starting date is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITJTQ (ITJTQ) |
-56.57%
Apr 2021 – Apr 2024 |
-35.32%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITJTQ (ITJTQ) |
18.77%
May 2018 – May 2021 |
-13.66%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart