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
INB (Cohen & Steers Global Income Builder Inc) NA 62,312.32% 786.37% 265.48% 101.76% NA NA
Data as of 03/30/2020, Common starting date is 07/27/2007
More Performance Analytics Comparison
Name Start Date End Date
INB (Cohen & Steers Global Income Builder Inc) 07/27/2007 03/30/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 62,312.32 786.37 265.48 101.76 NA NA 54,544.81 22.82 -24.60 18.51 0.11 -10.58 13.31 21.46 23.26 -7.37 4.85 67.01 -47.02 -9.89
Sharpe Ratio NA 85.94 1.92 0.86 0.48 NA NA 4,880,658,511.47 1.73 -1.64 1.70 -0.01 -0.67 0.89 1.37 1.49 -0.30 0.20 1.74 -0.81 -0.95
Standard Deviation(%) NA 680.89 374.19 286.73 201.69 NA NA 1,826.91 12.51 15.82 10.58 16.77 15.91 15.00 15.62 15.67 24.57 23.83 38.50 59.00 25.40
Draw Down(%) NA 5.85 30.56 30.56 30.56 NA NA 0.00 5.85 30.56 5.45 16.74 20.00 14.09 13.37 13.80 24.01 21.04 43.77 66.81 20.12
Yield(%) 0.00 6.54 8.01 6.93 8.81 4.66 3.50 0.00 9.78 8.28 9.62 9.73 9.66 9.86 10.54 11.93 9.81 9.66 14.39 11.48 3.40
Data as of 03/30/2020, Common starting date is 07/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
INB (Cohen & Steers Global Income Builder Inc) -8.42%
Aug 2007 – Aug 2010
-1.05%
Aug 2007 – Aug 2012
3.36%
Aug 2007 – Aug 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
INB (Cohen & Steers Global Income Builder Inc) 792.16%
Feb 2017 – Feb 2020
270.06%
Feb 2015 – Feb 2020
103.01%
Feb 2010 – Feb 2020
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return