Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBWC (IBW Financial Corporation) | -15.48% | 6.83% | 18.27% | 3.52% | 7.40% | NA | NA | 14.80% |
Data as of 07/18/2025, AR inception is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBWC (IBW Financial Corporation) | 11/09/2012 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.39 | 6.83 | 18.27 | 3.52 | 7.40 | NA | NA | 14.80 | -15.48 | 164.07 | -39.09 | -18.88 | -5.28 | 28.28 | -4.76 | -9.00 | 78.21 | 0.73 | 41.92 | 7.55 | 64.68 | 0.00 |
| Sharpe Ratio | NA | 0.07 | 0.28 | 0.05 | 0.15 | NA | NA | 0.32 | -0.58 | 2.28 | -1.35 | -0.38 | -0.31 | 0.82 | -0.22 | -0.24 | 1.60 | 0.05 | 1.40 | 0.30 | 1.51 | 0.00 |
| Standard Deviation(%) | NA | 54.56 | 53.81 | 45.98 | 40.96 | NA | NA | 39.73 | 51.22 | 70.02 | 32.20 | 53.10 | 16.86 | 34.04 | 28.21 | 42.36 | 48.82 | 10.89 | 29.98 | 24.73 | 42.93 | NA |
| Draw Down(%) | NA | 23.75 | 46.32 | 55.07 | 58.37 | NA | NA | 58.37 | 21.11 | 23.08 | 39.85 | 33.33 | 16.64 | 19.89 | 20.00 | 26.58 | 20.59 | 8.47 | 7.22 | 16.67 | 22.86 | 0.00 |
| Yield(%) | 0.00 | 0.75 | 0.94 | 0.66 | 0.86 | 2.33 | 1.75 | 2.92 | 0.00 | 1.56 | 0.75 | 0.52 | 0.43 | 0.91 | 0.41 | 0.38 | 0.55 | 0.56 | 1.02 | 1.08 | 13.50 | 0.00 |
Data as of 07/18/2025, AR inception is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBWC (IBW Financial Corporation) |
-22.36%
Dec 2020 - Dec 2023 |
-11.33%
Oct 2018 - Oct 2023 |
3.59%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBWC (IBW Financial Corporation) |
45.64%
Sep 2014 - Sep 2017 |
37.70%
Mar 2013 - Mar 2018 |
15.34%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart