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
IVGMTX NA -2.13% NA NA NA NA NA
Data as of 12/31/2021, Common starting date is 02/15/2019
More Performance Analytics Comparison
Name Start Date End Date
IVGMTX 02/15/2019 12/31/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -0.06 -2.13 NA NA NA NA NA -2.13 2.96 3.56
Sharpe Ratio NA -1.30 NA NA NA NA NA -1.30 0.28 1.19
Standard Deviation(%) NA 1.66 NA NA NA NA NA 1.66 9.58 2.29
Draw Down(%) NA 3.49 NA NA NA NA NA 3.49 13.15 2.55
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/31/2021, Common starting date is 02/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVGMTX (IVGMTX) 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
IVGMTX (IVGMTX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return