Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBHL | 0.56% | 6.50% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/03/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBHL | 04/03/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 6.50 | NA | NA | NA | NA | NA | … | … | 0.56 | 9.16 |
| Sharpe Ratio | NA | 0.99 | NA | NA | NA | NA | NA | … | … | -0.30 | 1.71 |
| Standard Deviation(%) | NA | 4.15 | NA | NA | NA | NA | NA | … | … | 4.93 | 5.66 |
| Draw Down(%) | NA | 3.03 | NA | NA | NA | NA | NA | … | … | 3.03 | 2.80 |
| Yield(%) | 0.00 | 6.32 | 2.56 | 1.54 | 0.77 | 0.51 | 0.38 | … | … | 2.50 | 5.09 |
Data as of 06/10/2026, Common starting date is 04/03/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBHL (IBHL) |
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 |
|---|---|---|---|---|
| IBHL (IBHL) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart