Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IBGM 0.82% NA NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 03/26/2026
More Performance Analytics Comparison
Name Start Date End Date
IBGM 03/26/2026 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) 0.53 NA NA NA NA NA NA 0.82
Sharpe Ratio NA NA NA NA NA NA NA -0.43
Standard Deviation(%) NA NA NA NA NA NA NA 8.29
Draw Down(%) NA NA NA NA NA NA NA 4.34
Yield(%) 0.00 0.81 0.27 0.16 0.08 0.05 0.04 0.81
Data as of 06/11/2026, Common starting date is 03/26/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBGM (IBGM) 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
IBGM (IBGM) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return