ivari U.S. Equity Ind GIF Cl 2-IMS III75/75 (TLC2334)

39.60 +0.35 (+0.90%) CAD  |  Jan 21 2026
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TLC2334 Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Historical Sortino (Since Inception) Benchmarks

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SEI Inst Mgd S&P 500 Index Fund I Upgrade
Voya VP Russell Large Cap Index Port Svc2 Upgrade
Voya VP Russell Mid Cap Index Service 2 Upgrade
Voya VP Russell Small Cap Index Port Service 2 Upgrade
Voya Russell Large Cap Growth Index Portfolio Adv Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Alpha (vs YCharts Benchmark) (Since Inception) Upgrade
Beta (vs YCharts Benchmark) (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade