Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMT | 0.10% | 4.61% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/27/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMT | 03/27/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 4.61 | NA | NA | NA | NA | NA | … | … | 0.10 | 6.14 |
| Sharpe Ratio | NA | 0.72 | NA | NA | NA | NA | NA | … | … | -0.71 | 1.35 |
| Standard Deviation(%) | NA | 2.79 | NA | NA | NA | NA | NA | … | … | 3.07 | 3.92 |
| Draw Down(%) | NA | 3.10 | NA | NA | NA | NA | NA | … | … | 3.10 | 3.18 |
| Yield(%) | 0.00 | 2.44 | 0.95 | 0.57 | 0.28 | 0.19 | 0.14 | … | … | 0.99 | 1.81 |
Data as of 06/10/2026, Common starting date is 03/27/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMT (IBMT) |
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 |
|---|---|---|---|---|
| IBMT (IBMT) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart