Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IULTIX | NA | 1.24% | NA | NA | NA | NA | NA | … | … |
Data as of 11/12/2021, Common starting date is 11/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IULTIX | 11/14/2019 | 11/12/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | 1.24 | NA | NA | NA | NA | NA | … | … | 6.14 | -7.59 | 2.53 |
| Sharpe Ratio | NA | 0.08 | NA | NA | NA | NA | NA | … | … | 0.49 | -0.19 | 2.56 |
| Standard Deviation(%) | NA | 14.67 | NA | NA | NA | NA | NA | … | … | 14.51 | 40.94 | 8.75 |
| Draw Down(%) | NA | 14.15 | NA | NA | NA | NA | NA | … | … | 8.71 | 37.92 | 1.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 11/12/2021, Common starting date is 11/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IULTIX (IULTIX) |
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 |
|---|---|---|---|---|
| IULTIX (IULTIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart