Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBOC (International Bancshares Corporation) | 10.96% | 18.41% | 20.44% | 12.49% | 12.95% | 13.28% | 8.38% | … | … |
Data as of 06/05/2026, Common starting date is 08/30/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBOC (International Bancshares Corporation) | 08/30/1995 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 18.41 | 20.44 | 12.49 | 12.95 | 13.28 | 8.38 | … | … | 10.96 | 7.41 | 19.11 | 21.97 | 10.94 | 16.47 | -9.59 | 28.65 | -11.78 | -1.00 | 62.30 | -0.90 | 2.81 | 48.67 | 0.59 | -6.10 | 7.91 | -11.19 | 7.00 | -15.85 | 7.82 | -23.69 | -14.76 | 22.23 | -4.67 | 97.81 | -20.51 | 9.26 | -17.28 | 91.25 | 53.37 | 1.88 |
| Sharpe Ratio | NA | 0.66 | 0.62 | 0.35 | 0.33 | NA | NA | … | … | 1.08 | 0.17 | 0.50 | 0.64 | 0.33 | 0.51 | -0.13 | 1.16 | -0.58 | -0.06 | 2.10 | -0.03 | 0.10 | 1.96 | 0.02 | -0.12 | 0.19 | -0.16 | 0.09 | -0.53 | 0.23 | -1.02 | -0.56 | 0.67 | -0.15 | 1.99 | -0.58 | 0.22 | -0.88 | 3.45 | 1.75 | 0.12 |
| Standard Deviation(%) | NA | 23.89 | 27.60 | 28.34 | 34.77 | NA | NA | … | … | 23.14 | 26.29 | 31.27 | 28.70 | 28.72 | 32.33 | 72.61 | 23.43 | 22.93 | 26.41 | 29.54 | 29.03 | 28.55 | 24.83 | 25.53 | 49.12 | 41.16 | 70.71 | 66.48 | 36.14 | 19.05 | 25.56 | 28.29 | 32.05 | 39.16 | 49.04 | 42.84 | 27.14 | 23.52 | 25.23 | 28.16 | 16.07 |
| Draw Down(%) | NA | 12.74 | 24.09 | 24.09 | 63.37 | NA | NA | … | … | 10.01 | 16.05 | 17.76 | 17.98 | 16.53 | 26.82 | 61.14 | 22.27 | 31.02 | 19.19 | 16.81 | 17.67 | 18.74 | 15.49 | 19.97 | 38.36 | 39.33 | 66.28 | 41.22 | 27.23 | 8.76 | 28.28 | 39.75 | 30.28 | 35.95 | 16.83 | 30.97 | 16.10 | 29.20 | 5.61 | 6.52 | 4.76 |
| Yield(%) | 0.00 | 2.27 | 3.04 | 2.84 | 3.93 | 5.51 | 3.06 | … | … | 1.09 | 2.22 | 2.45 | 2.79 | 2.80 | 3.12 | 2.55 | 3.04 | 1.91 | 1.62 | 2.41 | 2.21 | 2.00 | 2.27 | 2.10 | 1.84 | 1.85 | 1.57 | 3.23 | 2.29 | 2.39 | 2.15 | 2.16 | 2.62 | 2.04 | 2.95 | 2.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/30/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBOC (International Bancshares Corporation) |
-29.22%
Mar 2006 – Mar 2009 |
-27.38%
Mar 2004 – Mar 2009 |
-8.19%
Mar 1999 – Mar 2009 |
-0.83%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBOC (International Bancshares Corporation) |
43.07%
Mar 2009 – Mar 2012 |
29.32%
Mar 2009 – Mar 2014 |
19.80%
Mar 2009 – Mar 2019 |
16.93%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart