Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPB (Merrill Lynch Depositor Inc.) | 0.31% | 7.82% | 5.87% | 2.57% | 5.08% | 6.16% | 7.61% | … | … |
Data as of 06/03/2026, Common starting date is 01/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPB (Merrill Lynch Depositor Inc.) | 01/20/2004 | 06/03/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.82 | 5.87 | 2.57 | 5.08 | 6.16 | 7.61 | … | … | 0.31 | 7.62 | 4.68 | 11.55 | -14.65 | 7.76 | 10.22 | 13.42 | 0.29 | 10.73 | 3.75 | 2.22 | 13.31 | 2.68 | 15.91 | 18.12 | 22.55 | 56.75 | -26.41 | -2.56 | 10.85 | -2.41 | 2.67 |
| Sharpe Ratio | NA | 0.34 | 0.18 | 0.00 | 0.19 | NA | NA | … | … | -0.16 | 0.30 | 0.06 | 0.49 | -0.72 | 0.33 | 0.41 | 0.83 | -0.08 | 1.00 | 0.23 | 0.17 | 0.71 | 0.16 | 0.83 | 0.91 | 0.99 | 1.30 | -0.58 | -0.22 | 0.33 | -0.25 | 0.09 |
| Standard Deviation(%) | NA | 14.12 | 16.15 | 18.15 | 17.57 | NA | NA | … | … | 11.24 | 16.05 | 16.81 | 16.29 | 22.47 | 23.10 | 24.31 | 14.34 | 14.44 | 10.08 | 15.66 | 13.13 | 18.84 | 16.79 | 19.32 | 19.83 | 22.74 | 43.57 | 46.97 | 25.80 | 22.79 | 18.98 | 20.23 |
| Draw Down(%) | NA | 5.44 | 9.36 | 24.35 | 24.35 | NA | NA | … | … | 3.92 | 7.30 | 8.60 | 9.36 | 17.38 | 10.57 | 17.07 | 3.63 | 11.43 | 2.21 | 7.56 | 5.61 | 4.38 | 16.81 | 4.21 | 7.20 | 9.66 | 31.25 | 42.36 | 12.11 | 9.80 | 11.32 | 19.20 |
| Yield(%) | 0.00 | 5.96 | 5.82 | 4.99 | 5.51 | 6.13 | 7.29 | … | … | 0.00 | 6.04 | 5.95 | 6.21 | 5.01 | 4.92 | 5.37 | 5.79 | 5.49 | 5.75 | 5.77 | 5.55 | 5.86 | 5.66 | 4.43 | 6.91 | 8.30 | 11.47 | 7.70 | 6.66 | 7.13 | 6.53 | 6.23 |
Data as of 06/03/2026, Common starting date is 01/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPB (Merrill Lynch Depositor Inc.) |
-13.46%
Feb 2006 – Feb 2009 |
-8.09%
Feb 2004 – Feb 2009 |
4.15%
Nov 2012 – Nov 2022 |
6.12%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPB (Merrill Lynch Depositor Inc.) |
42.40%
Feb 2009 – Feb 2012 |
27.31%
Feb 2009 – Feb 2014 |
15.81%
Feb 2009 – Feb 2019 |
12.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart