Analysis at 4/30/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -1.59% | 3.14% | 2.82% | 6.44% |
Analysis at 4/30/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 3.13% | 5.47% | 4.82% |
Negative volatility | 2.55% | 4.10% | 3.52% |
Sharpe | Neg | Neg | Neg |
Sortino | Neg | Neg | Neg |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
ISP Life Private Style Flexible | 1.66% | 2.77% | -12.28% | 6.01% | 5.62% | -1.59% | |
Total Return (Medium Volatility) | 2.81% | 8.51% | -7.01% | 7.42% | 10.47% | -3.10% |