Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IBXS (IBITX Software Inc) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 08/23/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
IBXS (IBITX Software Inc) 06/19/2012 08/23/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 1,900.00 -90.00 0.00 -100.00 700.00 -58.33 -60.00 194.12 -36.25 -20.00
Sharpe Ratio NA 6.29 0.09 -0.15 NA NA NA 0.00 28.30 -0.39 0.00 -0.09 1.82 -1.06 -0.87 0.89 -0.21 -1.12
Standard Deviation(%) NA 301.98 288.94 586.99 NA NA NA NA 380.75 229.80 326.28 1,149.03 387.07 54.96 69.18 218.43 173.16 30.72
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 0.00 90.00 90.00 100.00 77.78 58.33 60.00 72.73 75.00 20.00
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
Data as of 08/23/2022, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBXS (IBITX Software Inc) -99.37%
Sep 2017 – Sep 2020
-93.92%
Jun 2015 – Jun 2020
-68.38%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBXS (IBITX Software Inc) 25.99%
Nov 2018 – Nov 2021
20.11%
Sep 2012 – Sep 2017
-68.38%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return