Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBIG (iShares Trust) | 1.23% | 4.73% | NA | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 09/20/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBIG (iShares Trust) | 09/20/2023 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 4.73 | NA | NA | NA | NA | NA | … | … | 1.23 | 7.90 | 2.59 | 0.00 |
| Sharpe Ratio | NA | 0.70 | NA | NA | NA | NA | NA | … | … | 0.00 | 1.40 | -0.24 | NA |
| Standard Deviation(%) | NA | 2.65 | NA | NA | NA | NA | NA | … | … | 2.64 | 3.67 | 4.32 | 7.33 |
| Draw Down(%) | NA | 1.36 | NA | NA | NA | NA | NA | … | … | 1.36 | 2.32 | 3.20 | 2.24 |
| Yield(%) | 0.00 | 3.67 | NA | NA | NA | NA | NA | … | … | 0.00 | 4.83 | 4.09 | NA |
Data as of 06/15/2026, Common starting date is 09/20/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBIG (iShares Trust) |
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 |
|---|---|---|---|---|
| IBIG (iShares Trust) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart