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
ITPUF 1.20% 4.23% 5.09% NA NA NA NA
Data as of 06/17/2026, Common starting date is 09/21/2022
More Performance Analytics Comparison
Name Start Date End Date
ITPUF 09/21/2022 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -0.33 4.23 5.09 NA NA NA NA 1.20 7.38 4.52 4.60 0.00
Sharpe Ratio NA 0.46 0.58 NA NA NA NA 0.24 1.15 -0.88 0.13 0.00
Standard Deviation(%) NA 4.39 3.39 NA NA NA NA 4.59 3.99 2.35 2.76 NA
Draw Down(%) NA 1.32 1.36 NA NA NA NA 1.32 1.36 0.97 1.73 0.00
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
Data as of 06/17/2026, Common starting date is 09/21/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ITPUF (ITPUF) 4.79%
Apr 2023 – Apr 2026
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
ITPUF (ITPUF) 5.26%
Jan 2023 – Jan 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return