Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVCGF (Iveco Group) | 26.16% | 50.30% | 50.57% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 01/04/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVCGF (Iveco Group) | 01/04/2022 | 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 (%) | 1.43 | 50.30 | 50.57 | NA | NA | NA | NA | … | … | 26.16 | 135.56 | 9.10 | 52.21 | -52.01 |
| Sharpe Ratio | NA | 0.62 | 0.94 | NA | NA | NA | NA | … | … | 0.62 | 3.15 | 0.13 | 1.24 | -0.90 |
| Standard Deviation(%) | NA | 66.89 | 52.43 | NA | NA | NA | NA | … | … | 95.34 | 42.34 | 42.44 | 39.43 | 59.69 |
| Draw Down(%) | NA | 28.02 | 40.72 | NA | NA | NA | NA | … | … | 28.02 | 24.97 | 40.72 | 30.43 | 63.96 |
| Yield(%) | 0.00 | 36.98 | 29.22 | 12.16 | 6.08 | 4.05 | 3.04 | … | … | 31.03 | 3.97 | 2.69 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 01/04/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVCGF (Iveco Group) |
25.74%
Feb 2022 – Feb 2025 |
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 |
|---|---|---|---|---|
| IVCGF (Iveco Group) |
68.03%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart