Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMX | 0.66% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/15/2026
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMX | 04/15/2026 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | NA | NA | NA | NA | NA | NA | … | … | 0.66 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.42 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 3.19 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 1.75 |
| Yield(%) | 0.00 | 0.34 | 0.11 | 0.07 | 0.03 | 0.02 | 0.02 | … | … | 0.34 |
Data as of 06/09/2026, Common starting date is 04/15/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMX (IBMX) |
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 |
|---|---|---|---|---|
| IBMX (IBMX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart