Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZIAX (International Small Cap Portfolio Z) | NA | -314,360.24% | nan% | nan% | NA | NA | NA | … | … |
Data as of 09/21/2023, Common starting date is 12/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IZIAX (International Small Cap Portfolio Z) | 12/22/2015 | 09/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -280,136.54 | -314,360.24 | nan | nan | NA | NA | NA | … | … | 6.41 | -27.51 | -18.62 | 27.53 | 35.32 | -19.56 | 31.17 | 6.03 | 0.10 |
| Sharpe Ratio | NA | 0.40 | -0.59 | -0.14 | NA | NA | NA | … | … | 0.33 | -1.20 | -1.16 | 1.02 | 2.59 | -1.36 | 4.28 | 0.36 | 0.30 |
| Standard Deviation(%) | NA | 17.91 | 18.55 | 19.99 | NA | NA | NA | … | … | 14.28 | 24.17 | 16.14 | 26.72 | 13.07 | 15.40 | 7.16 | 16.02 | 13.98 |
| Draw Down(%) | NA | 8.81 | 50.77 | 50.77 | NA | NA | NA | … | … | 8.81 | 36.02 | 27.91 | 32.59 | 9.68 | 26.71 | 2.55 | 11.51 | 1.48 |
| Yield(%) | 0.00 | 0.63 | 0.86 | 2.12 | 2.77 | 1.85 | 1.39 | … | … | 105.75 | 0.43 | 1.87 | 0.00 | 2.52 | 5.42 | 10.49 | 4.68 | 0.00 |
Data as of 09/21/2023, Common starting date is 12/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZIAX (International Small Cap Portfolio Z) |
-9.29%
Oct 2019 – Oct 2022 |
-5.11%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZIAX (International Small Cap Portfolio Z) |
13.79%
Apr 2018 – Apr 2021 |
16.27%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart