Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIIV (i3 Verticals Inc) | -22.23% | -18.31% | -5.97% | -9.20% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 06/22/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIIV (i3 Verticals Inc) | 06/22/2018 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | -18.31 | -5.97 | -9.20 | NA | NA | NA | … | … | -22.23 | 13.54 | 12.94 | -13.02 | 6.80 | -31.36 | 17.52 | 17.22 | 39.71 |
| Sharpe Ratio | NA | -0.44 | -0.20 | -0.26 | NA | NA | NA | … | … | -0.91 | 0.29 | 0.18 | -0.47 | 0.10 | -0.76 | 0.23 | 0.33 | 1.67 |
| Standard Deviation(%) | NA | 40.73 | 37.50 | 42.03 | NA | NA | NA | … | … | 42.23 | 37.85 | 36.38 | 37.33 | 52.94 | 41.27 | 73.86 | 48.45 | 52.66 |
| Draw Down(%) | NA | 43.55 | 43.55 | 44.93 | NA | NA | NA | … | … | 31.91 | 31.32 | 20.43 | 39.13 | 37.18 | 49.78 | 61.40 | 36.13 | 26.20 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2026, Common starting date is 06/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIIV (i3 Verticals Inc) |
-14.41%
May 2021 – May 2024 |
-8.11%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIIV (i3 Verticals Inc) |
27.75%
Jul 2018 – Jul 2021 |
10.31%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart