Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTCX (Cf Tips Bd Etf C) | 1.36% | 4.38% | 3.10% | 0.25% | 1.69% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTCX (Cf Tips Bd Etf C) | 10/23/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 4.38 | 3.10 | 0.25 | 1.69 | NA | NA | … | … | 1.36 | 5.83 | 0.77 | 2.78 | -12.87 | 4.80 | 9.84 | 7.36 | -2.29 | 2.02 | 3.64 | -2.47 | 2.20 | -2.67 |
| Sharpe Ratio | NA | 0.45 | -0.02 | -0.37 | 0.02 | NA | NA | … | … | 0.25 | 0.70 | -1.25 | -0.22 | -1.52 | 0.98 | 1.08 | 1.51 | -1.14 | 0.38 | 0.72 | -0.46 | 0.47 | -2.87 |
| Standard Deviation(%) | NA | 3.41 | 4.67 | 6.22 | 5.79 | NA | NA | … | … | 3.35 | 4.31 | 4.69 | 6.84 | 9.41 | 4.87 | 8.86 | 3.94 | 3.16 | 3.66 | 4.78 | 5.46 | 4.65 | 4.73 |
| Draw Down(%) | NA | 2.05 | 4.67 | 15.81 | 15.81 | NA | NA | … | … | 2.05 | 2.75 | 3.79 | 6.58 | 14.81 | 3.07 | 11.26 | 2.46 | 3.55 | 2.10 | 4.94 | 6.04 | 3.83 | 3.20 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTCX (Cf Tips Bd Etf C) |
-3.33%
Dec 2021 – Dec 2024 |
0.02%
Dec 2020 – Dec 2025 |
0.75%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTCX (Cf Tips Bd Etf C) |
7.31%
Nov 2018 – Nov 2021 |
4.26%
Dec 2016 – Dec 2021 |
2.00%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart