Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDIPX | NA | 14.75% | NA | NA | NA | NA | NA | … | … |
Data as of 11/03/2021, Common starting date is 11/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDIPX | 11/05/2019 | 11/03/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 14.75 | NA | NA | NA | NA | NA | … | … | 9.60 | 3.38 | 2.69 |
| Sharpe Ratio | NA | 1.80 | NA | NA | NA | NA | NA | … | … | 1.39 | 0.13 | 4.04 |
| Standard Deviation(%) | NA | 8.17 | NA | NA | NA | NA | NA | … | … | 8.24 | 24.87 | 4.66 |
| Draw Down(%) | NA | 4.66 | NA | NA | NA | NA | NA | … | … | 4.66 | 29.17 | 0.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 11/03/2021, Common starting date is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDIPX (IBDIPX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| IBDIPX (IBDIPX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart