Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVSTMX | NA | -11.38% | NA | NA | NA | NA | NA | … | … |
Data as of 12/17/2021, Common starting date is 02/12/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVSTMX | 02/12/2020 | 12/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | -11.38 | NA | NA | NA | NA | NA | … | … | -11.51 | -8.26 |
| Sharpe Ratio | NA | -1.12 | NA | NA | NA | NA | NA | … | … | -1.15 | -0.73 |
| Standard Deviation(%) | NA | 10.21 | NA | NA | NA | NA | NA | … | … | 10.41 | 12.85 |
| Draw Down(%) | NA | 11.61 | NA | NA | NA | NA | NA | … | … | 11.61 | 21.68 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 |
Data as of 12/17/2021, Common starting date is 02/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSTMX (IVSTMX) |
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 |
|---|---|---|---|---|
| IVSTMX (IVSTMX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart