Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTEX (Cf Tips Bd Etf E) | 1.55% | 4.63% | 3.85% | 0.89% | 2.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTEX (Cf Tips Bd Etf E) | 10/23/2013 | 06/04/2026 |
| 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 (%) | -0.08 | 4.63 | 3.85 | 0.89 | 2.45 | NA | NA | … | … | 1.55 | 6.62 | 1.33 | 3.48 | -12.23 | 5.70 | 10.63 | 8.14 | -1.40 | 2.78 | 4.52 | -1.69 | 3.61 | -2.67 |
| Sharpe Ratio | NA | 0.68 | 0.15 | -0.24 | 0.15 | NA | NA | … | … | 0.45 | 0.89 | -1.09 | -0.11 | -1.44 | 1.16 | 1.17 | 1.69 | -0.87 | 0.59 | 0.89 | -0.31 | 0.76 | -2.88 |
| Standard Deviation(%) | NA | 3.41 | 4.65 | 6.25 | 5.81 | NA | NA | … | … | 3.41 | 4.31 | 4.61 | 6.91 | 9.50 | 4.88 | 8.82 | 3.99 | 3.11 | 3.65 | 4.82 | 5.60 | 4.74 | 4.69 |
| Draw Down(%) | NA | 1.93 | 4.48 | 14.66 | 14.66 | NA | NA | … | … | 1.93 | 2.75 | 3.63 | 6.25 | 14.35 | 2.97 | 11.18 | 2.42 | 3.29 | 2.03 | 4.70 | 5.41 | 3.47 | 3.09 |
| 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 06/04/2026, 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 |
|---|---|---|---|---|
| IBTEX (Cf Tips Bd Etf E) |
-2.62%
Dec 2021 – Dec 2024 |
0.79%
Dec 2020 – Dec 2025 |
1.53%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTEX (Cf Tips Bd Etf E) |
8.14%
Dec 2018 – Dec 2021 |
5.08%
Dec 2016 – Dec 2021 |
2.80%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart