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
IBEX (IBEX Ltd) -19.17% 8.93% 12.89% 10.51% NA NA NA
Data as of 06/15/2026, Common starting date is 08/10/2020
More Performance Analytics Comparison
Name Start Date End Date
IBEX (IBEX Ltd) 08/10/2020 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 1.31 8.93 12.89 10.51 NA NA NA -19.17 79.01 12.73 -23.50 92.79 -31.07 9.04
Sharpe Ratio NA 0.01 0.17 0.13 NA NA NA -0.94 1.60 0.16 -0.58 1.91 -0.52 0.29
Standard Deviation(%) NA 48.66 45.04 47.33 NA NA NA 42.66 48.53 38.15 48.24 48.21 60.11 84.95
Draw Down(%) NA 37.14 43.57 56.04 NA NA NA 32.72 19.26 31.46 54.28 22.00 51.90 45.95
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
Data as of 06/15/2026, Common starting date is 08/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBEX (IBEX Ltd) -17.23%
Apr 2021 – Apr 2024
3.74%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBEX (IBEX Ltd) 29.70%
Sep 2022 – Sep 2025
21.38%
Sep 2020 – Sep 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return