Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBTA (Ibotta, Inc.) | NA | 0.01% | NA | NA | NA | NA | NA | 1.23% |
Data as of 12/06/2021, AR inception is 03/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTA (Ibotta, Inc.) | 03/02/2020 | 12/06/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 0.01 | NA | NA | NA | NA | NA | 1.23 | -0.39 | 0.84 |
| Sharpe Ratio | NA | -0.76 | NA | NA | NA | NA | NA | 0.54 | -0.79 | 0.94 |
| Standard Deviation(%) | NA | 0.54 | NA | NA | NA | NA | NA | 0.78 | 0.56 | 0.98 |
| Draw Down(%) | NA | 0.47 | NA | NA | NA | NA | NA | 0.47 | 0.47 | 0.39 |
| Yield(%) | 0.00 | 0.01 | 0.13 | 0.08 | 0.04 | 0.03 | 0.02 | 0.40 | 0.01 | 0.39 |
Data as of 12/06/2021, AR inception is 03/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTA (Ibotta, Inc.) |
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 |
|---|---|---|---|---|
| IBTA (Ibotta, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart