Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTN (InsCorp Inc) | -2.38% | 16.52% | 14.16% | 11.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTN (InsCorp Inc) | 03/15/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 16.52 | 14.16 | 11.80 | NA | NA | NA | … | … | -2.38 | 12.76 | 21.17 | -3.85 | 19.53 | 30.03 | -15.43 | 17.64 | -12.50 |
| Sharpe Ratio | NA | 1.17 | 0.73 | 0.46 | NA | NA | NA | … | … | -0.53 | 0.62 | 0.88 | -0.28 | 0.85 | 1.28 | -0.48 | 0.84 | -0.74 |
| Standard Deviation(%) | NA | 14.30 | 15.94 | 20.75 | NA | NA | NA | … | … | 8.91 | 15.95 | 19.88 | 27.00 | 21.50 | 23.39 | 32.88 | 19.13 | 22.90 |
| Draw Down(%) | NA | 13.60 | 13.60 | 26.53 | NA | NA | NA | … | … | 9.01 | 9.30 | 8.75 | 26.53 | 18.07 | 8.06 | 44.44 | 11.35 | 23.81 |
| Yield(%) | 0.00 | 1.97 | 2.19 | 2.34 | 1.43 | 0.95 | 0.71 | … | … | 0.87 | 1.76 | 1.88 | 1.53 | 2.21 | 1.62 | 0.00 | 1.33 | 1.15 |
Data as of 06/04/2026, Common starting date is 03/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTN (InsCorp Inc) |
-3.77%
Jul 2018 – Jul 2021 |
1.33%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTN (InsCorp Inc) |
23.19%
Mar 2020 – Mar 2023 |
19.37%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart