Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBGB | 0.24% | 4.88% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 03/26/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBGB | 03/26/2025 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 4.88 | NA | NA | NA | NA | NA | … | … | 0.24 | 2.71 |
| Sharpe Ratio | NA | 0.10 | NA | NA | NA | NA | NA | … | … | -0.53 | 0.07 |
| Standard Deviation(%) | NA | 8.37 | NA | NA | NA | NA | NA | … | … | 8.58 | 10.41 |
| Draw Down(%) | NA | 6.81 | NA | NA | NA | NA | NA | … | … | 6.81 | 8.08 |
| Yield(%) | 0.00 | 4.62 | 1.77 | 1.06 | 0.53 | 0.35 | 0.27 | … | … | 1.83 | 3.51 |
Data as of 06/11/2026, Common starting date is 03/26/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBGB (IBGB) |
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 |
|---|---|---|---|---|
| IBGB (IBGB) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart