Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBGL | -0.37% | 3.89% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/26/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBGL | 03/26/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 3.89 | NA | NA | NA | NA | NA | … | … | -0.37 | 1.00 |
| Sharpe Ratio | NA | -0.01 | NA | NA | NA | NA | NA | … | … | -0.41 | -0.14 |
| Standard Deviation(%) | NA | 9.15 | NA | NA | NA | NA | NA | … | … | 8.99 | 11.28 |
| Draw Down(%) | NA | 7.22 | NA | NA | NA | NA | NA | … | … | 7.22 | 9.38 |
| Yield(%) | 0.00 | 4.68 | 1.76 | 1.05 | 0.53 | 0.35 | 0.26 | … | … | 1.88 | 3.44 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| IBGL (IBGL) |
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 |
|---|---|---|---|---|
| IBGL (IBGL) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart