Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMS | 0.36% | 4.02% | NA | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 05/24/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMS | 05/24/2024 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 4.02 | NA | NA | NA | NA | NA | … | … | 0.36 | 5.38 | 3.09 |
| Sharpe Ratio | NA | 0.58 | NA | NA | NA | NA | NA | … | … | -0.91 | 0.83 | 0.47 |
| Standard Deviation(%) | NA | 2.03 | NA | NA | NA | NA | NA | … | … | 2.15 | 3.03 | 3.67 |
| Draw Down(%) | NA | 2.25 | NA | NA | NA | NA | NA | … | … | 2.25 | 2.99 | 2.30 |
| Yield(%) | 0.00 | 2.54 | 1.69 | 1.01 | 0.51 | 0.34 | 0.25 | … | … | 1.02 | 2.54 | 1.40 |
Data as of 06/15/2026, Common starting date is 05/24/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMS (IBMS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMS (IBMS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart