Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBHK | 1.75% | 6.96% | NA | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/24/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBHK | 05/24/2024 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 6.96 | NA | NA | NA | NA | NA | … | … | 1.75 | 9.05 | 5.05 |
| Sharpe Ratio | NA | 1.05 | NA | NA | NA | NA | NA | … | … | 0.29 | 1.09 | 1.19 |
| Standard Deviation(%) | NA | 4.13 | NA | NA | NA | NA | NA | … | … | 4.85 | 5.69 | 4.26 |
| Draw Down(%) | NA | 2.86 | NA | NA | NA | NA | NA | … | … | 2.86 | 4.83 | 1.96 |
| Yield(%) | 0.00 | 6.49 | 4.51 | 2.70 | 1.35 | 0.90 | 0.68 | … | … | 2.65 | 6.64 | 4.06 |
Data as of 06/12/2026, Common starting date is 05/24/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBHK (IBHK) |
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 |
|---|---|---|---|---|
| IBHK (IBHK) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart